+790.0%
NOW vs VZ
+61.1%
+728.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.1% |
| 7D | -6.1% | +0.2% | -6.3% | -6.1% |
| 30D | +7.5% | +7.1% | +0.4% | +6.2% |
| 3M | +17.5% | +12.8% | +4.7% | +15.1% |
| 6M | +7.9% | +1.8% | +6.1% | +7.4% |
| YTD | -12.4% | +30.0% | -42.4% | -17.0% |
| 1Y | -28.6% | +24.3% | -52.9% | -31.8% |
| 3Y | +11.8% | +84.3% | -72.5% | -6.5% |
| 5Y | +2.6% | +25.9% | -23.3% | -3.7% |
| 10Y | +790.0% | +61.1% | +728.9% | +708.3% |
| All | +790.0% | +61.1% | +728.9% | +708.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling