+359.6%
VZ vs NDAQ
+2,586.3%
-2,226.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +0.3% |
| 7D | +5.6% | +1.2% | +4.5% | +5.4% |
| 30D | +1.9% | +15.8% | -13.9% | -0.8% |
| 3M | +0.8% | +13.4% | -12.6% | -1.5% |
| 6M | +0.6% | +20.9% | -20.3% | -3.0% |
| YTD | +20.8% | +11.1% | +9.7% | +17.6% |
| 1Y | +23.9% | +26.5% | -2.6% | +17.9% |
| 3Y | +55.7% | +121.5% | -65.8% | +32.6% |
| 5Y | +21.5% | +61.3% | -39.8% | +8.6% |
| 10Y | +68.5% | +480.0% | -411.6% | +17.9% |
| All | +359.6% | +2,586.3% | -2,226.7% | +174.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling