+30,513.3%
AVGO vs VZ
+287.8%
+30,225.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.7% |
| 7D | +18.2% | +1.5% | +16.7% | +17.8% |
| 30D | +0.2% | +4.4% | -4.1% | -0.9% |
| 3M | -16.8% | -2.4% | -14.4% | -16.7% |
| 6M | -16.5% | +1.4% | -17.9% | -17.6% |
| YTD | +0.8% | +21.4% | -20.6% | -6.5% |
| 1Y | +2.8% | +20.3% | -17.4% | -4.5% |
| 3Y | +278.5% | +57.4% | +221.2% | +203.4% |
| 5Y | +573.1% | +21.9% | +551.1% | +495.3% |
| 10Y | +2,598.7% | +70.7% | +2,527.9% | +1,873.4% |
| All | +30,513.3% | +287.8% | +30,225.5% | +12,509.6% |
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