+57.2%
VZ vs IBB
+86.3%
-29.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.7% |
| 7D | +2.2% | +2.7% | -0.5% | +2.2% |
| 30D | +10.6% | +6.3% | +4.3% | +10.4% |
| 3M | -0.6% | +11.1% | -11.7% | -1.1% |
| 6M | +0.7% | +29.2% | -28.5% | -1.0% |
| YTD | +20.6% | +30.2% | -9.6% | +18.1% |
| 1Y | +22.7% | +39.5% | -16.8% | +18.9% |
| 3Y | +57.2% | +92.3% | -35.1% | +47.3% |
| All | +57.2% | +86.3% | -29.1% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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