+20.2%
VZ vs IBB
+37.5%
-17.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.7% | -1.2% |
| 7D | +2.1% | -1.8% | +4.0% | +2.4% |
| 30D | +1.4% | +5.1% | -3.7% | +0.6% |
| 3M | -1.3% | +10.7% | -12.0% | -3.0% |
| 6M | -0.5% | +22.9% | -23.4% | -4.1% |
| YTD | +19.6% | +26.7% | -7.1% | +14.4% |
| 1Y | +22.4% | +35.1% | -12.7% | +15.4% |
| 3Y | +55.9% | +80.2% | -24.3% | +36.3% |
| All | +20.2% | +37.5% | -17.3% | +3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling