+21.2%
VZ vs Z
-56.4%
+77.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.5% | +6.1% | +0.7% |
| 7D | +2.4% | -6.5% | +8.8% | +2.6% |
| 30D | +11.2% | -0.1% | +11.3% | +11.2% |
| 3M | 0.0% | -14.1% | +14.1% | +0.4% |
| 6M | +1.3% | -30.1% | +31.3% | +2.1% |
| YTD | +21.3% | -57.5% | +78.8% | +23.9% |
| 1Y | +23.9% | -60.3% | +84.3% | +26.9% |
| 3Y | +57.7% | -21.0% | +78.7% | +54.1% |
| 5Y | +21.2% | -54.9% | +76.1% | +17.1% |
| All | +21.2% | -56.4% | +77.6% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 5y: compounded portfolio wealth divided by compounded Z 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…
5y analysis · Full analysis span regression · 6 months rolling