+128.9%
ASML vs VZ
+54.4%
+74.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.9% | +6.0% | +4.6% |
| 7D | -9.0% | +2.1% | -11.2% | -8.2% |
| 30D | -21.0% | +1.4% | -22.3% | -20.0% |
| 3M | -16.3% | -1.3% | -15.0% | -16.0% |
| 6M | -7.5% | -0.5% | -7.0% | -5.9% |
| YTD | +34.0% | +19.6% | +14.3% | +44.2% |
| 1Y | +39.3% | +22.4% | +16.9% | +50.9% |
| 3Y | +128.9% | +55.9% | +73.0% | +165.5% |
| All | +128.9% | +54.4% | +74.4% | +165.5% |
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 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