+355.3%
VZ vs NDAQ
+2,593.6%
-2,238.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | +2.1% | +0.8% | +1.3% | +2.0% |
| 30D | +1.4% | +16.5% | -15.1% | -1.4% |
| 3M | -1.3% | +13.5% | -14.8% | -3.6% |
| 6M | -0.5% | +20.9% | -21.5% | -4.1% |
| YTD | +19.6% | +11.4% | +8.2% | +16.5% |
| 1Y | +22.4% | +25.9% | -3.5% | +16.5% |
| 3Y | +55.9% | +119.9% | -64.0% | +32.9% |
| 5Y | +20.4% | +61.7% | -41.3% | +7.5% |
| 10Y | +66.9% | +481.6% | -414.7% | +16.8% |
| All | +355.3% | +2,593.6% | -2,238.3% | +171.8% |
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