+1,534.9%
ASML vs VZ
+66.4%
+1,468.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | -2.9% | +2.4% | -5.2% | -2.9% |
| 30D | -15.2% | +11.2% | -26.4% | -15.6% |
| 3M | -12.9% | 0.0% | -12.9% | -13.0% |
| 6M | -5.0% | +1.3% | -6.3% | -5.3% |
| YTD | +41.8% | +21.3% | +20.5% | +37.7% |
| 1Y | +46.0% | +23.9% | +22.1% | +41.2% |
| 3Y | +133.5% | +57.7% | +75.8% | +108.2% |
| 5Y | +93.0% | +21.2% | +71.8% | +83.4% |
| 10Y | +1,534.9% | +70.6% | +1,464.3% | +1,359.4% |
| All | +1,534.9% | +66.4% | +1,468.5% | +1,359.4% |
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