+41.2%
GOOGL vs VZ
+24.0%
+17.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.9% |
| 7D | 0.0% | +0.9% | -0.9% | +0.1% |
| 30D | -1.4% | +7.7% | -9.1% | -0.5% |
| 3M | -5.3% | +9.7% | -15.0% | -4.0% |
| 6M | +9.8% | +3.1% | +6.7% | +10.4% |
| YTD | +8.4% | +30.5% | -22.1% | +12.2% |
| 1Y | +41.2% | +22.5% | +18.7% | +41.6% |
| All | +41.2% | +24.0% | +17.2% | +41.6% |
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