+4,404.4%
DELL vs VZ
+67.5%
+4,336.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.3% | +10.7% | +11.7% |
| 7D | +8.2% | +0.9% | +7.3% | +8.1% |
| 30D | +17.1% | +7.7% | +9.4% | +15.4% |
| 3M | +45.2% | +9.7% | +35.5% | +42.1% |
| 6M | +286.8% | +3.1% | +283.7% | +283.5% |
| YTD | +354.8% | +30.5% | +324.3% | +325.2% |
| 1Y | +358.3% | +22.5% | +335.8% | +334.6% |
| 3Y | +724.9% | +82.4% | +642.5% | +556.4% |
| 5Y | +1,193.7% | +28.0% | +1,165.7% | +1,085.8% |
| All | +4,404.4% | +67.5% | +4,336.9% | +3,660.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling