+580.4%
LITE vs VZ
+22.0%
+558.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.6% |
| 7D | +22.6% | +0.9% | +21.6% | +22.8% |
| 30D | -36.8% | +6.9% | -43.7% | -35.5% |
| 3M | -33.0% | +0.6% | -33.6% | -32.2% |
| 6M | -37.1% | +0.3% | -37.4% | -35.9% |
| YTD | +69.5% | +21.9% | +47.6% | +74.5% |
| 1Y | +146.1% | +21.7% | +124.4% | +153.5% |
| 3Y | +1,440.8% | +58.5% | +1,382.3% | +1,387.4% |
| 5Y | +580.4% | +22.4% | +558.0% | +573.0% |
| All | +580.4% | +22.0% | +558.4% | +573.0% |
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