+86.2%
META vs VZ
+22.2%
+64.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.0% |
| 7D | -0.2% | +0.9% | -1.1% | -0.2% |
| 30D | -15.4% | +8.9% | -24.3% | -15.7% |
| 3M | +5.0% | +0.1% | +4.9% | +5.0% |
| 6M | +5.2% | +1.9% | +3.3% | +5.1% |
| YTD | -4.5% | +22.0% | -26.5% | -6.7% |
| 1Y | +0.6% | +22.1% | -21.5% | -1.7% |
| 3Y | +93.1% | +58.7% | +34.4% | +70.9% |
| All | +86.2% | +22.2% | +64.0% | +74.5% |
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