+324.2%
SMH vs VZ
+25.6%
+298.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.4% |
| 7D | +1.4% | -1.2% | +2.6% | +1.2% |
| 30D | -2.2% | +5.7% | -7.9% | -1.5% |
| 3M | -1.9% | +8.2% | -10.1% | -0.5% |
| 6M | +41.0% | +1.7% | +39.3% | +42.5% |
| YTD | +55.6% | +28.9% | +26.7% | +59.2% |
| 1Y | +86.8% | +22.7% | +64.1% | +91.0% |
| 3Y | +277.7% | +82.7% | +195.0% | +268.6% |
| 5Y | +324.2% | +26.4% | +297.8% | +331.9% |
| All | +324.2% | +25.6% | +298.5% | +331.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling