+1,527.5%
META vs VZ
+149.5%
+1,378.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +6.7% | +0.1% | +6.6% | +6.7% |
| 30D | +4.8% | +7.9% | -3.1% | +3.1% |
| 3M | -1.6% | +13.6% | -15.3% | -4.5% |
| 6M | -7.5% | +1.1% | -8.6% | -8.0% |
| YTD | -6.4% | +29.3% | -35.7% | -12.7% |
| 1Y | -17.3% | +21.2% | -38.6% | -21.7% |
| 3Y | +109.9% | +75.9% | +34.0% | +71.8% |
| 5Y | +65.4% | +24.1% | +41.3% | +51.4% |
| 10Y | +391.8% | +62.4% | +329.4% | +309.3% |
| All | +1,527.5% | +149.5% | +1,378.0% | +907.3% |
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