+46.1%
ASML vs VZ
+24.4%
+21.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.1% | -5.7% | -2.3% |
| 7D | -10.0% | +6.9% | -16.9% | -6.1% |
| 30D | -19.4% | +2.3% | -21.7% | -17.5% |
| 3M | -12.5% | 0.0% | -12.5% | -11.4% |
| 6M | +8.2% | +0.2% | +8.0% | +11.9% |
| YTD | +40.7% | +20.9% | +19.8% | +59.3% |
| 1Y | +46.1% | +25.2% | +20.9% | +69.6% |
| All | +46.1% | +24.4% | +21.7% | +69.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling