+4,681.2%
DELL vs VZ
+62.3%
+4,618.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.7% |
| 7D | +14.9% | +0.1% | +14.8% | +14.9% |
| 30D | +13.3% | +7.9% | +5.4% | +11.5% |
| 3M | +24.4% | +13.6% | +10.7% | +20.6% |
| 6M | +258.0% | +1.1% | +256.9% | +256.3% |
| YTD | +320.2% | +29.3% | +290.9% | +293.2% |
| 1Y | +319.1% | +21.2% | +297.8% | +297.9% |
| 3Y | +706.5% | +75.9% | +630.6% | +548.8% |
| 5Y | +1,071.9% | +24.1% | +1,047.8% | +985.8% |
| 10Y | +4,683.5% | +62.4% | +4,621.1% | +4,061.3% |
| All | +4,681.2% | +62.3% | +4,618.9% | +4,077.4% |
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 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