+2,771.1%
NOW vs VZ
+133.7%
+2,637.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.8% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | +20.5% | +7.9% | +12.6% | +18.3% |
| 3M | +18.3% | +13.6% | +4.7% | +14.7% |
| 6M | +24.1% | +1.1% | +23.0% | +23.4% |
| YTD | -7.8% | +29.3% | -37.1% | -14.2% |
| 1Y | -21.4% | +21.2% | -42.6% | -25.8% |
| 3Y | +19.5% | +75.9% | -56.4% | -2.8% |
| 5Y | +4.1% | +24.1% | -20.0% | -4.4% |
| 10Y | +826.4% | +62.4% | +764.0% | +644.0% |
| All | +2,771.1% | +133.7% | +2,637.4% | +1,776.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling