+23.3%
VZ vs NDAQ
+26.1%
-2.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.8% |
| 7D | +2.2% | -0.1% | +2.4% | +2.2% |
| 30D | +10.6% | +15.9% | -5.3% | +11.0% |
| 3M | -0.6% | +15.1% | -15.7% | -0.1% |
| 6M | +0.7% | +22.9% | -22.1% | +1.7% |
| YTD | +20.6% | +12.8% | +7.8% | +19.1% |
| All | +23.3% | +26.1% | -2.8% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling