+1,315.3%
AMAT vs VZ
+68.5%
+1,246.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +0.8% | +10.6% | +11.3% |
| 7D | -1.1% | +2.2% | -3.3% | -1.2% |
| 30D | -26.9% | +10.6% | -37.5% | -27.5% |
| 3M | -31.2% | -0.6% | -30.6% | -31.3% |
| 6M | -14.7% | +0.7% | -15.5% | -15.1% |
| YTD | +44.7% | +20.6% | +24.1% | +38.6% |
| 1Y | +62.0% | +22.7% | +39.2% | +54.3% |
| 3Y | +165.0% | +57.2% | +107.7% | +126.8% |
| 5Y | +147.1% | +21.4% | +125.7% | +131.0% |
| 10Y | +1,315.3% | +65.5% | +1,249.8% | +1,114.0% |
| All | +1,315.3% | +68.5% | +1,246.8% | +1,114.0% |
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