+8.0%
NOW vs VZ
+25.5%
-17.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.9% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | +20.5% | +7.9% | +12.6% | +20.1% |
| 3M | +18.3% | +13.6% | +4.7% | +17.8% |
| 6M | +24.1% | +1.1% | +23.0% | +23.9% |
| YTD | -7.8% | +29.3% | -37.1% | -9.0% |
| 1Y | -21.4% | +21.2% | -42.6% | -22.1% |
| 3Y | +19.5% | +75.9% | -56.4% | +9.3% |
| All | +8.0% | +25.5% | -17.5% | +8.7% |
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