+1,055.3%
DELL vs VZ
+25.6%
+1,029.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.5% | -5.8% | -5.3% |
| 7D | -1.9% | -1.2% | -0.7% | -1.9% |
| 30D | +14.9% | +5.7% | +9.2% | +15.0% |
| 3M | +37.2% | +8.2% | +29.0% | +37.5% |
| 6M | +254.0% | +1.7% | +252.3% | +255.6% |
| YTD | +306.1% | +28.9% | +277.3% | +303.8% |
| 1Y | +312.3% | +22.7% | +289.5% | +311.2% |
| 3Y | +654.0% | +82.7% | +571.3% | +569.8% |
| 5Y | +1,055.3% | +26.4% | +1,028.9% | +1,094.4% |
| All | +1,055.3% | +25.6% | +1,029.7% | +1,094.4% |
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 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