-6.8%
AVGO vs VZ
+24.4%
-31.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.1% | -1.0% |
| 7D | -7.5% | +6.9% | -14.4% | -4.4% |
| 30D | -10.2% | +2.3% | -12.5% | -8.6% |
| 3M | -22.0% | 0.0% | -22.0% | -21.4% |
| 6M | -21.6% | +0.2% | -21.8% | -20.0% |
| YTD | -5.4% | +20.9% | -26.3% | +5.1% |
| 1Y | -6.8% | +25.2% | -32.1% | +11.8% |
| All | -6.8% | +24.4% | -31.3% | +11.8% |
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