+740.7%
GOOGL vs VZ
+65.4%
+675.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -2.8% | -1.2% | -1.6% | -2.6% |
| 30D | -3.2% | +5.7% | -8.9% | -4.3% |
| 3M | -6.6% | +8.2% | -14.9% | -8.3% |
| 6M | +8.5% | +1.7% | +6.7% | +7.8% |
| YTD | +6.5% | +28.9% | -22.4% | -0.2% |
| 1Y | +39.4% | +22.7% | +16.7% | +31.9% |
| 3Y | +146.2% | +82.7% | +63.5% | +99.0% |
| 5Y | +138.3% | +26.4% | +111.9% | +119.7% |
| All | +740.7% | +65.4% | +675.3% | +639.2% |
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