+2,502.1%
SOXX vs VZ
+246.1%
+2,256.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.9% |
| 7D | +3.0% | -1.2% | +4.3% | +3.6% |
| 30D | -3.1% | +5.7% | -8.9% | -5.7% |
| 3M | -4.4% | +8.2% | -12.6% | -9.1% |
| 6M | +52.9% | +1.7% | +51.2% | +49.0% |
| YTD | +72.0% | +28.9% | +43.2% | +47.6% |
| 1Y | +105.1% | +22.7% | +82.4% | +79.2% |
| 3Y | +220.6% | +82.7% | +137.9% | +115.9% |
| 5Y | +244.8% | +26.4% | +218.4% | +177.8% |
| 10Y | +1,537.1% | +65.2% | +1,472.0% | +987.1% |
| All | +2,502.1% | +246.1% | +2,256.0% | +834.7% |
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