+21.2%
VZ vs NDAQ
+68.2%
-47.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.4% |
| 7D | +2.4% | +2.9% | -0.5% | +2.1% |
| 30D | +11.2% | +17.5% | -6.3% | +9.5% |
| 3M | 0.0% | +15.4% | -15.5% | -1.4% |
| 6M | +1.3% | +24.6% | -23.3% | -0.9% |
| YTD | +21.3% | +14.4% | +6.8% | +19.6% |
| 1Y | +23.9% | +26.9% | -3.0% | +20.5% |
| 3Y | +57.7% | +119.8% | -62.1% | +38.8% |
| 5Y | +21.2% | +70.5% | -49.3% | +7.5% |
| All | +21.2% | +68.2% | -47.0% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling