+114.2%
INTC vs VZ
+25.1%
+89.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +1.8% |
| 7D | +18.0% | -1.0% | +18.9% | +18.0% |
| 30D | +8.9% | +5.8% | +3.2% | +8.5% |
| 3M | -1.6% | +10.5% | -12.1% | -2.3% |
| 6M | +133.1% | +1.8% | +131.3% | +134.0% |
| YTD | +187.9% | +28.3% | +159.7% | +174.2% |
| 1Y | +334.7% | +22.0% | +312.7% | +318.6% |
| 3Y | +184.2% | +81.8% | +102.3% | +137.0% |
| All | +114.2% | +25.1% | +89.2% | +101.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling