+97,349.8%
ASML vs VZ
+800.4%
+96,549.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +4.6% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +2.2% | +7.9% | -5.7% | -1.3% |
| 3M | -2.3% | +13.6% | -15.9% | -8.9% |
| 6M | +23.0% | +1.1% | +21.9% | +20.2% |
| YTD | +61.1% | +29.3% | +31.8% | +39.2% |
| 1Y | +129.1% | +21.2% | +107.9% | +102.8% |
| 3Y | +165.4% | +75.9% | +89.5% | +87.5% |
| 5Y | +109.5% | +24.1% | +85.4% | +72.5% |
| 10Y | +1,645.7% | +62.4% | +1,583.3% | +1,099.2% |
| All | +97,349.8% | +800.4% | +96,549.4% | +38,791.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling