+506.3%
NOW vs VZ
+66.4%
+439.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.1% |
| 7D | -8.7% | +2.4% | -11.1% | -9.1% |
| 30D | -29.3% | +11.2% | -40.5% | -30.6% |
| 3M | -21.8% | 0.0% | -21.8% | -21.9% |
| 6M | +9.2% | +1.3% | +8.0% | +8.8% |
| YTD | -35.0% | +21.3% | -56.2% | -37.5% |
| 1Y | -42.5% | +23.9% | -66.5% | -45.0% |
| 3Y | -21.5% | +57.7% | -79.2% | -31.2% |
| 5Y | -25.8% | +21.2% | -47.0% | -30.1% |
| 10Y | +506.3% | +70.6% | +435.8% | +420.6% |
| All | +506.3% | +66.4% | +439.9% | +420.6% |
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