+76.4%
AMZN vs VZ
+80.5%
-4.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -1.9% |
| 7D | -1.0% | -1.0% | -0.1% | -1.1% |
| 30D | -9.2% | +5.8% | -15.0% | -8.7% |
| 3M | +3.4% | +10.5% | -7.1% | +4.7% |
| 6M | +18.2% | +1.8% | +16.4% | +18.7% |
| YTD | +9.3% | +28.3% | -18.9% | +12.8% |
| 1Y | +5.9% | +22.0% | -16.0% | +8.6% |
| All | +76.4% | +80.5% | -4.1% | +70.8% |
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