+70.6%
VZ vs NDAQ
+472.5%
-401.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.3% |
| 7D | +2.4% | +2.9% | -0.5% | +1.8% |
| 30D | +11.2% | +17.5% | -6.3% | +7.6% |
| 3M | 0.0% | +15.4% | -15.5% | -3.0% |
| 6M | +1.3% | +24.6% | -23.3% | -3.4% |
| YTD | +21.3% | +14.4% | +6.8% | +17.2% |
| 1Y | +23.9% | +26.9% | -3.0% | +16.8% |
| 3Y | +57.7% | +119.8% | -62.1% | +27.6% |
| 5Y | +21.2% | +70.5% | -49.3% | +3.7% |
| 10Y | +70.6% | +475.8% | -405.2% | +2.6% |
| All | +70.6% | +472.5% | -401.9% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling