-28.6%
NOW vs VZ
+25.3%
-53.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.0% |
| 7D | -6.1% | +0.2% | -6.3% | -6.1% |
| 30D | +7.5% | +7.1% | +0.4% | +7.7% |
| 3M | +17.5% | +12.8% | +4.7% | +18.2% |
| 6M | +7.9% | +1.8% | +6.1% | +7.2% |
| YTD | -12.4% | +30.0% | -42.4% | -11.0% |
| 1Y | -28.6% | +24.3% | -52.9% | -26.8% |
| All | -28.6% | +25.3% | -53.9% | -26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling