+72.6%
VZ vs NDAQ
+471.8%
-399.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +1.5% | +1.3% | +0.2% | +1.2% |
| 30D | +4.4% | +18.0% | -13.6% | +0.9% |
| 3M | -2.4% | +11.5% | -13.9% | -4.6% |
| 6M | +1.4% | +21.1% | -19.7% | -2.7% |
| YTD | +21.4% | +12.8% | +8.6% | +17.6% |
| 1Y | +20.3% | +25.7% | -5.4% | +13.6% |
| 3Y | +57.4% | +116.8% | -59.4% | +27.7% |
| 5Y | +21.9% | +67.3% | -45.3% | +4.8% |
| All | +72.6% | +471.8% | -399.1% | +4.5% |
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