+142.7%
AMAT vs VZ
+54.4%
+88.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.2% | +3.8% |
| 7D | -14.7% | +2.1% | -16.9% | -13.8% |
| 30D | -36.1% | +1.4% | -37.5% | -35.1% |
| 3M | -36.9% | -1.3% | -35.6% | -36.4% |
| 6M | -22.2% | -0.5% | -21.7% | -20.2% |
| YTD | +29.9% | +19.6% | +10.3% | +42.1% |
| 1Y | +43.3% | +22.4% | +20.9% | +57.7% |
| 3Y | +142.7% | +55.9% | +86.8% | +179.1% |
| All | +142.7% | +54.4% | +88.3% | +179.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling