+634.8%
STX vs VZ
+58.0%
+576.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.7% |
| 7D | -17.3% | +2.4% | -19.6% | -16.5% |
| 30D | -35.9% | +11.2% | -47.1% | -33.2% |
| 3M | -37.3% | 0.0% | -37.3% | -36.7% |
| 6M | -35.8% | +1.3% | -37.1% | -34.0% |
| YTD | +82.7% | +21.3% | +61.5% | +91.6% |
| 1Y | +71.6% | +23.9% | +47.7% | +79.8% |
| All | +634.8% | +58.0% | +576.8% | +702.5% |
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