+641.7%
AMZN vs VZ
+70.7%
+571.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +2.8% | +1.5% | +1.4% | +2.7% |
| 30D | +5.0% | +4.4% | +0.6% | +4.4% |
| 3M | +0.6% | -2.4% | +2.9% | +0.8% |
| 6M | -1.3% | +1.4% | -2.7% | -1.7% |
| YTD | +15.5% | +21.4% | -5.9% | +11.4% |
| 1Y | +12.2% | +20.3% | -8.0% | +8.3% |
| 3Y | +87.0% | +57.4% | +29.6% | +66.0% |
| 5Y | +51.3% | +21.9% | +29.3% | +42.8% |
| All | +641.7% | +70.7% | +571.0% | +532.3% |
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