+1,358.0%
LITE vs VZ
+58.2%
+1,299.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.7% |
| 7D | +10.8% | +1.5% | +9.3% | +11.6% |
| 30D | -33.4% | +4.4% | -37.8% | -31.2% |
| 3M | -32.2% | -2.4% | -29.9% | -31.4% |
| 6M | -42.1% | +1.4% | -43.5% | -39.5% |
| YTD | +61.9% | +21.4% | +40.5% | +80.6% |
| 1Y | +163.0% | +20.3% | +142.7% | +193.0% |
| 3Y | +1,358.0% | +57.4% | +1,300.6% | +1,576.2% |
| All | +1,358.0% | +58.2% | +1,299.8% | +1,576.2% |
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