+142.1%
GOOG vs VZ
+81.3%
+60.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.6% |
| 7D | -2.5% | -1.2% | -1.3% | -2.6% |
| 30D | -3.6% | +5.7% | -9.3% | -3.2% |
| 3M | -6.4% | +8.2% | -14.7% | -5.6% |
| 6M | +7.8% | +1.7% | +6.1% | +8.2% |
| YTD | +5.5% | +28.9% | -23.4% | +7.8% |
| 1Y | +38.3% | +22.7% | +15.5% | +40.8% |
| All | +142.1% | +81.3% | +60.8% | +128.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling