+71.6%
VZ vs XRT
+145.8%
-74.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +0.9% | -1.4% | +2.4% | +1.2% |
| 30D | +8.9% | +9.8% | -0.8% | +7.1% |
| 3M | +0.1% | +3.3% | -3.2% | -0.5% |
| 6M | +1.9% | +13.6% | -11.7% | -0.5% |
| YTD | +22.0% | +9.1% | +13.0% | +19.8% |
| 1Y | +22.1% | +15.1% | +7.1% | +18.7% |
| 3Y | +58.7% | +59.9% | -1.3% | +43.5% |
| 5Y | +22.3% | -1.7% | +24.0% | +20.0% |
| 10Y | +71.6% | +141.1% | -69.5% | +21.3% |
| All | +71.6% | +145.8% | -74.2% | +21.3% |
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