+46.6%
ASML vs VZ
+23.1%
+23.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.4% | +6.7% |
| 7D | -0.8% | +2.2% | -3.1% | +0.6% |
| 30D | -14.9% | +10.6% | -25.5% | -9.2% |
| 3M | -13.0% | -0.6% | -12.4% | -12.2% |
| 6M | -4.7% | +0.7% | -5.4% | -1.2% |
| YTD | +42.3% | +20.6% | +21.7% | +60.7% |
| All | +46.6% | +23.1% | +23.4% | +67.5% |
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