+27.2%
NFLX vs VZ
+24.4%
+2.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.4% | -0.8% |
| 7D | -8.1% | -1.0% | -7.1% | -8.0% |
| 30D | -0.3% | +5.8% | -6.1% | -1.0% |
| 3M | -6.6% | +10.5% | -17.1% | -7.7% |
| 6M | -22.7% | +1.8% | -24.5% | -23.0% |
| YTD | -18.9% | +28.3% | -47.2% | -21.1% |
| 1Y | -39.8% | +22.0% | -61.8% | -41.2% |
| 3Y | +71.7% | +81.8% | -10.1% | +52.1% |
| 5Y | +27.2% | +25.3% | +1.9% | +17.4% |
| All | +27.2% | +24.4% | +2.8% | +17.4% |
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