+124.8%
AAPL vs VZ
+25.6%
+99.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.5% |
| 7D | -0.5% | -1.2% | +0.7% | -0.3% |
| 30D | +7.1% | +5.7% | +1.4% | +6.1% |
| 3M | +12.1% | +8.2% | +3.9% | +10.5% |
| 6M | +25.4% | +1.7% | +23.7% | +24.9% |
| YTD | +20.5% | +28.9% | -8.4% | +14.3% |
| 1Y | +44.5% | +22.7% | +21.8% | +38.4% |
| 3Y | +85.8% | +82.7% | +3.1% | +58.9% |
| 5Y | +124.8% | +26.4% | +98.4% | +116.4% |
| All | +124.8% | +25.6% | +99.1% | +116.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling