+72.6%
VZ vs XRT
+136.4%
-63.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +1.5% | +1.7% | -0.3% | +1.1% |
| 30D | +4.4% | +7.5% | -3.1% | +3.0% |
| 3M | -2.4% | +2.2% | -4.6% | -2.8% |
| 6M | +1.4% | +14.7% | -13.2% | -1.1% |
| YTD | +21.4% | +7.5% | +13.9% | +19.5% |
| 1Y | +20.3% | +14.1% | +6.2% | +17.1% |
| 3Y | +57.4% | +58.8% | -1.4% | +42.5% |
| 5Y | +21.9% | -3.9% | +25.9% | +20.1% |
| All | +72.6% | +136.4% | -63.7% | +22.6% |
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