VZ macro fit improved 3pts this week.
3 contributing indexes 3 score components composite score.
Canonical asset packet first: macro index exposure, entry value, and active narrative alignment. Driver rows link back to the public index that moved the score.
| Index | Driver | Reason | Weight | Sigma | Contribution | As Of |
|---|---|---|---|---|---|---|
| NTII | Network & Telecom Infrastructure Index | telecom infrastructure | 24% | -0.77σ | -0.190 | 2026-05-20 |
| CCSI | Consumer Credit Stress Index | consumer credit | 12% | +1.50σ | +0.116 | 2026-05-20 |
| RQRI | Risk-Quality Rotation Index | defensive cashflows | 14% | +0.84σ | +0.116 | 2026-05-20 |
