+113.9%
SOXX vs VZ
+21.5%
+92.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.0% |
| 7D | +2.2% | +0.1% | +2.1% | +2.3% |
| 30D | -2.0% | +7.9% | -9.9% | +2.4% |
| 3M | -13.7% | +13.6% | -27.4% | -6.1% |
| 6M | +52.4% | +1.1% | +51.3% | +58.3% |
| YTD | +72.8% | +29.3% | +43.5% | +98.5% |
| 1Y | +113.9% | +21.2% | +92.7% | +138.8% |
| All | +113.9% | +21.5% | +92.4% | +138.8% |
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 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