+16,011.1%
STX vs VZ
+386.3%
+15,624.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.9% | +7.2% | +6.7% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +1.4% | +7.9% | -6.5% | -1.9% |
| 3M | -8.2% | +13.6% | -21.9% | -14.4% |
| 6M | +127.0% | +1.1% | +125.9% | +121.9% |
| YTD | +209.1% | +29.3% | +179.9% | +167.2% |
| 1Y | +365.4% | +21.2% | +344.2% | +312.6% |
| 3Y | +1,135.4% | +75.9% | +1,059.5% | +780.9% |
| 5Y | +991.5% | +24.1% | +967.4% | +818.7% |
| 10Y | +3,695.8% | +62.4% | +3,633.4% | +2,598.1% |
| All | +16,011.1% | +386.3% | +15,624.8% | +6,511.6% |
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 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