+58.2%
VZ vs NDAQ
+120.1%
-61.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | +0.9% | 0.0% | +0.9% | +0.9% |
| 30D | +8.9% | +16.3% | -7.4% | +8.6% |
| 3M | +0.1% | +15.8% | -15.7% | -0.1% |
| 6M | +1.9% | +24.8% | -22.9% | +1.7% |
| YTD | +22.0% | +14.1% | +8.0% | +22.0% |
| 1Y | +22.1% | +26.5% | -4.4% | +21.4% |
| All | +58.2% | +120.1% | -61.9% | +54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling