+1,144.9%
STX vs VZ
+26.2%
+1,118.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.5% | +5.9% | +6.5% |
| 7D | +10.7% | +0.2% | +10.5% | +10.7% |
| 30D | +11.3% | +7.1% | +4.2% | +11.4% |
| 3M | +3.2% | +12.8% | -9.6% | +3.2% |
| 6M | +157.0% | +1.8% | +155.2% | +159.2% |
| YTD | +229.2% | +30.0% | +199.2% | +221.0% |
| 1Y | +381.8% | +24.3% | +357.5% | +373.5% |
| 3Y | +1,383.2% | +84.3% | +1,298.9% | +1,168.3% |
| 5Y | +1,144.9% | +25.9% | +1,118.9% | +1,137.5% |
| All | +1,144.9% | +26.2% | +1,118.7% | +1,137.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling