+1,564.8%
QQQ vs VZ
+274.4%
+1,290.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | +1.0% | -1.0% | +2.0% | +1.4% |
| 30D | -0.6% | +5.8% | -6.4% | -2.9% |
| 3M | +1.3% | +10.5% | -9.2% | -3.3% |
| 6M | +18.1% | +1.8% | +16.4% | +16.1% |
| YTD | +16.9% | +28.3% | -11.4% | +3.8% |
| 1Y | +24.0% | +22.0% | +2.0% | +12.0% |
| 3Y | +95.6% | +81.8% | +13.8% | +44.2% |
| 5Y | +94.5% | +25.3% | +69.2% | +66.3% |
| 10Y | +571.7% | +64.4% | +507.3% | +396.3% |
| All | +1,564.8% | +274.4% | +1,290.4% | +637.8% |
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