+45.2%
ASML vs VZ
+21.7%
+23.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.5% |
| 7D | +10.4% | +0.9% | +9.4% | +11.0% |
| 30D | -12.7% | +6.9% | -19.7% | -8.6% |
| 3M | -17.2% | +0.6% | -17.8% | -15.8% |
| 6M | -1.3% | +0.3% | -1.6% | +2.2% |
| YTD | +40.8% | +21.9% | +18.9% | +59.6% |
| 1Y | +45.2% | +21.7% | +23.5% | +65.1% |
| All | +45.2% | +21.7% | +23.5% | +65.1% |
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