+1,269.2%
SMH vs VZ
+275.2%
+994.1%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +1.0% |
| 7D | +5.2% | +0.2% | +5.0% | +5.1% |
| 30D | -1.5% | +7.1% | -8.7% | -4.4% |
| 3M | -4.1% | +12.8% | -16.9% | -9.8% |
| 6M | +50.8% | +1.8% | +49.0% | +47.5% |
| YTD | +59.3% | +30.0% | +29.3% | +38.9% |
| 1Y | +94.1% | +24.3% | +69.8% | +71.6% |
| 3Y | +286.7% | +84.3% | +202.4% | +171.9% |
| 5Y | +339.4% | +25.9% | +313.5% | +264.4% |
| 10Y | +1,803.3% | +61.1% | +1,742.2% | +1,252.4% |
| All | +1,269.2% | +275.2% | +994.1% | +465.2% |
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