+901.5%
LITE vs VZ
+24.2%
+877.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +3.9% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +6.7% | +7.9% | -1.2% | +7.9% |
| 3M | -6.8% | +13.6% | -20.4% | -4.8% |
| 6M | +29.4% | +1.1% | +28.3% | +31.2% |
| YTD | +139.1% | +29.3% | +109.8% | +145.6% |
| 1Y | +521.0% | +21.2% | +499.8% | +535.2% |
| 3Y | +1,535.3% | +75.9% | +1,459.4% | +1,454.8% |
| All | +901.5% | +24.2% | +877.3% | +915.5% |
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