+1,972.6%
NOW vs VZ
+116.3%
+1,856.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | -0.2% |
| 7D | -3.0% | +2.1% | -5.1% | -3.5% |
| 30D | -26.0% | +1.4% | -27.4% | -26.5% |
| 3M | -13.1% | -1.3% | -11.8% | -13.1% |
| 6M | +14.5% | -0.5% | +15.0% | +14.2% |
| YTD | -33.4% | +19.6% | -53.1% | -37.1% |
| 1Y | -40.6% | +22.4% | -63.0% | -44.3% |
| 3Y | -16.3% | +55.9% | -72.2% | -29.7% |
| 5Y | -26.3% | +20.4% | -46.7% | -32.6% |
| 10Y | +512.7% | +66.9% | +445.8% | +373.2% |
| All | +1,972.6% | +116.3% | +1,856.3% | +1,276.4% |
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