+117.9%
ASML vs VZ
+55.9%
+62.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.2% | -9.4% |
| 7D | -19.0% | +5.6% | -24.7% | -17.1% |
| 30D | -25.9% | +1.9% | -27.8% | -24.9% |
| 3M | -19.1% | +0.8% | -19.8% | -18.1% |
| 6M | -5.7% | +0.6% | -6.4% | -3.6% |
| YTD | +27.6% | +20.8% | +6.8% | +37.9% |
| 1Y | +30.8% | +23.9% | +6.8% | +42.3% |
| All | +117.9% | +55.9% | +62.1% | +153.7% |
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