+60.5%
VZ vs XRT
+128.5%
-68.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.1% |
| 7D | +0.1% | +0.8% | -0.7% | -0.1% |
| 30D | +7.9% | -4.2% | +12.1% | +8.7% |
| 3M | +13.6% | +5.1% | +8.6% | +12.6% |
| 6M | +1.1% | +2.4% | -1.3% | +0.6% |
| YTD | +29.3% | +3.2% | +26.1% | +28.3% |
| 1Y | +21.2% | +1.5% | +19.7% | +20.5% |
| 3Y | +75.9% | +40.6% | +35.3% | +63.0% |
| 5Y | +24.1% | -1.0% | +25.1% | +21.2% |
| All | +60.5% | +128.5% | -68.0% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded XRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling