+1,370.8%
AMAT vs VZ
+66.4%
+1,304.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | -2.5% | +2.4% | -4.8% | -2.6% |
| 30D | -26.5% | +11.2% | -37.7% | -27.1% |
| 3M | -28.6% | 0.0% | -28.6% | -28.7% |
| 6M | -14.2% | +1.3% | -15.5% | -14.6% |
| YTD | +45.5% | +21.3% | +24.2% | +39.3% |
| 1Y | +59.3% | +23.9% | +35.4% | +51.7% |
| 3Y | +153.1% | +57.7% | +95.4% | +117.0% |
| 5Y | +158.2% | +21.2% | +136.9% | +142.4% |
| 10Y | +1,370.8% | +70.6% | +1,300.2% | +1,183.0% |
| All | +1,370.8% | +66.4% | +1,304.4% | +1,183.0% |
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