+44.5%
GOOG vs VZ
+21.5%
+23.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.2% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | -6.9% | +7.9% | -14.8% | -6.0% |
| 3M | -9.1% | +13.6% | -22.8% | -7.4% |
| 6M | +10.6% | +1.1% | +9.5% | +11.2% |
| YTD | +7.0% | +29.3% | -22.3% | +10.3% |
| 1Y | +44.5% | +21.2% | +23.3% | +46.7% |
| All | +44.5% | +21.5% | +23.0% | +46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling