+226.8%
SOXX vs VZ
+83.7%
+143.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +2.3% |
| 7D | +1.4% | +0.9% | +0.4% | +1.7% |
| 30D | -3.6% | +7.7% | -11.3% | -1.3% |
| 3M | -10.2% | +9.7% | -19.8% | -6.7% |
| 6M | +54.2% | +3.1% | +51.1% | +58.4% |
| YTD | +75.2% | +30.5% | +44.7% | +88.8% |
| 1Y | +107.5% | +22.5% | +85.0% | +121.8% |
| 3Y | +226.8% | +82.4% | +144.4% | +243.6% |
| All | +226.8% | +83.7% | +143.1% | +243.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling