+124.7%
LITE vs VZ
+23.3%
+101.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.9% | +6.6% | +4.9% |
| 7D | -35.9% | +2.1% | -38.1% | -34.5% |
| 30D | -51.5% | +1.4% | -52.9% | -49.6% |
| 3M | -35.7% | -1.3% | -34.5% | -34.3% |
| 6M | -43.0% | -0.5% | -42.4% | -39.7% |
| YTD | +46.1% | +19.6% | +26.5% | +67.1% |
| 1Y | +124.7% | +22.4% | +102.3% | +169.2% |
| All | +124.7% | +23.3% | +101.4% | +169.2% |
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 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