+2,896.3%
KLAC vs VZ
+67.5%
+2,828.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.8% |
| 7D | -2.7% | +0.9% | -3.6% | -2.7% |
| 30D | -13.2% | +7.7% | -20.9% | -13.8% |
| 3M | -25.0% | +9.7% | -34.7% | -25.7% |
| 6M | +23.6% | +3.1% | +20.5% | +23.4% |
| YTD | +49.2% | +30.5% | +18.7% | +42.3% |
| 1Y | +89.3% | +22.5% | +66.8% | +82.8% |
| 3Y | +274.4% | +82.4% | +192.0% | +208.5% |
| 5Y | +440.9% | +28.0% | +412.9% | +409.6% |
| All | +2,896.3% | +67.5% | +2,828.8% | +2,522.6% |
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 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