+164.9%
ASML vs VZ
+75.9%
+89.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +3.9% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | +2.2% | +7.9% | -5.7% | +4.7% |
| 3M | -2.3% | +13.6% | -15.9% | +2.2% |
| 6M | +23.0% | +1.1% | +21.9% | +25.7% |
| YTD | +61.1% | +29.3% | +31.8% | +73.5% |
| 1Y | +129.1% | +21.2% | +107.9% | +144.5% |
| All | +164.9% | +75.9% | +89.0% | +180.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling