+3,344.5%
LITE vs VZ
+81.5%
+3,263.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.8% |
| 7D | -13.9% | +2.4% | -16.3% | -13.9% |
| 30D | -46.9% | +11.2% | -58.1% | -47.0% |
| 3M | -28.0% | 0.0% | -28.0% | -28.0% |
| 6M | -35.2% | +1.3% | -36.5% | -35.3% |
| YTD | +58.9% | +21.3% | +37.6% | +55.0% |
| 1Y | +125.3% | +23.9% | +101.4% | +118.9% |
| 3Y | +1,344.4% | +57.7% | +1,286.7% | +1,189.6% |
| 5Y | +541.2% | +21.2% | +520.0% | +506.9% |
| 10Y | +1,587.5% | +70.6% | +1,517.0% | +1,423.6% |
| All | +3,344.5% | +81.5% | +3,263.1% | +3,008.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling