+1,278.0%
AAPL vs VZ
+67.5%
+1,210.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.5% | +1.4% |
| 7D | +3.8% | +0.9% | +2.9% | +3.6% |
| 30D | +9.9% | +7.7% | +2.2% | +7.8% |
| 3M | +12.5% | +9.7% | +2.8% | +9.5% |
| 6M | +27.6% | +3.1% | +24.5% | +26.2% |
| YTD | +22.6% | +30.5% | -7.9% | +12.6% |
| 1Y | +45.0% | +22.5% | +22.5% | +35.6% |
| 3Y | +87.8% | +82.4% | +5.4% | +50.3% |
| 5Y | +128.7% | +28.0% | +100.7% | +107.7% |
| All | +1,278.0% | +67.5% | +1,210.5% | +1,081.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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