+39.3%
ASML vs VZ
+23.3%
+16.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.9% | +6.0% | +4.4% |
| 7D | -9.0% | +2.1% | -11.2% | -7.7% |
| 30D | -21.0% | +1.4% | -22.3% | -19.5% |
| 3M | -16.3% | -1.3% | -15.0% | -15.9% |
| 6M | -7.5% | -0.5% | -7.0% | -4.8% |
| YTD | +34.0% | +19.6% | +14.3% | +50.8% |
| 1Y | +39.3% | +22.4% | +16.9% | +60.6% |
| All | +39.3% | +23.3% | +16.0% | +60.6% |
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