+558.6%
QQQ vs VZ
+67.5%
+491.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.6% |
| 7D | -0.6% | +0.9% | -1.5% | -0.8% |
| 30D | -1.2% | +7.7% | -8.9% | -2.7% |
| 3M | -0.2% | +9.7% | -9.9% | -2.3% |
| 6M | +17.9% | +3.1% | +14.8% | +16.9% |
| YTD | +16.6% | +30.5% | -13.9% | +8.9% |
| 1Y | +23.0% | +22.5% | +0.5% | +16.5% |
| 3Y | +92.9% | +82.4% | +10.6% | +57.3% |
| 5Y | +95.6% | +28.0% | +67.6% | +80.2% |
| All | +558.6% | +67.5% | +491.1% | +470.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling