+31,416.6%
AVGO vs VZ
+313.0%
+31,103.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | -3.0% | +0.1% | -3.0% | -3.0% |
| 30D | -14.4% | +7.9% | -22.3% | -16.2% |
| 3M | -14.4% | +13.6% | -28.1% | -17.8% |
| 6M | +13.1% | +1.1% | +12.0% | +12.2% |
| YTD | +3.8% | +29.3% | -25.5% | -4.8% |
| 1Y | +17.8% | +21.2% | -3.5% | +9.8% |
| 3Y | +325.3% | +75.9% | +249.4% | +228.5% |
| 5Y | +689.9% | +24.1% | +665.8% | +606.5% |
| 10Y | +2,597.0% | +62.4% | +2,534.6% | +1,977.5% |
| All | +31,416.6% | +313.0% | +31,103.6% | +12,729.7% |
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