+711.1%
AVGO vs VZ
+24.4%
+686.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -1.3% |
| 7D | -0.8% | -1.0% | +0.2% | -0.9% |
| 30D | -13.7% | +5.8% | -19.5% | -13.1% |
| 3M | -6.9% | +10.5% | -17.4% | -5.5% |
| 6M | +5.8% | +1.8% | +4.0% | +6.7% |
| YTD | +5.7% | +28.3% | -22.6% | +8.6% |
| 1Y | +9.0% | +22.0% | -12.9% | +11.8% |
| 3Y | +340.5% | +81.8% | +258.7% | +327.7% |
| 5Y | +711.1% | +25.3% | +685.7% | +742.5% |
| All | +711.1% | +24.4% | +686.6% | +742.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling