+72.6%
VZ price history and return analytics
+221.8%
-149.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +1.5% | +2.4% | -0.9% | +0.7% |
| 30D | +4.4% | -1.5% | +5.9% | +4.8% |
| 3M | -2.4% | -4.1% | +1.8% | -1.1% |
| 6M | +1.4% | +0.6% | +0.9% | +0.8% |
| YTD | +21.4% | +11.0% | +10.4% | +15.8% |
| 1Y | +20.3% | +13.3% | +6.9% | +13.8% |
| 3Y | +57.4% | +73.4% | -16.0% | +23.2% |
| 5Y | +21.9% | +57.4% | -35.5% | -1.3% |
| All | +72.6% | +221.8% | -149.1% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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