+153.2%
AMAT vs VZ
+22.0%
+131.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.6% |
| 7D | +19.3% | +0.9% | +18.4% | +19.6% |
| 30D | -17.9% | +6.9% | -24.9% | -16.4% |
| 3M | -30.4% | +0.6% | -31.1% | -29.9% |
| 6M | -11.4% | +0.3% | -11.8% | -10.0% |
| YTD | +48.8% | +21.9% | +26.9% | +54.2% |
| 1Y | +66.0% | +21.7% | +44.3% | +72.1% |
| 3Y | +158.8% | +58.5% | +100.3% | +162.5% |
| 5Y | +153.2% | +22.4% | +130.7% | +158.1% |
| All | +153.2% | +22.0% | +131.1% | +158.1% |
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 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