+10.9%
QCOM vs VZ
+25.3%
-14.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.6% | +3.2% |
| 7D | +5.1% | +0.2% | +4.8% | +5.1% |
| 30D | +4.3% | +7.1% | -2.8% | +5.2% |
| 3M | -19.6% | +12.8% | -32.5% | -17.8% |
| 6M | +29.5% | +1.8% | +27.7% | +32.0% |
| YTD | +3.4% | +30.0% | -26.6% | +4.3% |
| 1Y | +10.9% | +24.3% | -13.4% | +11.1% |
| All | +10.9% | +25.3% | -14.4% | +11.1% |
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