+1,563.7%
LITE vs VZ
+75.9%
+1,487.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +3.7% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +6.7% | +7.9% | -1.2% | +9.7% |
| 3M | -6.8% | +13.6% | -20.4% | -1.8% |
| 6M | +29.4% | +1.1% | +28.3% | +32.6% |
| YTD | +139.1% | +29.3% | +109.8% | +159.7% |
| 1Y | +521.0% | +21.2% | +499.8% | +562.6% |
| All | +1,563.7% | +75.9% | +1,487.7% | +1,460.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling