+70.9%
VZ vs NVD
-98.9%
+169.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.5% | +4.6% | -0.7% |
| 7D | +2.1% | +16.8% | -14.7% | +1.3% |
| 30D | +1.4% | +54.3% | -53.0% | -0.7% |
| 3M | -1.3% | +24.3% | -25.5% | -2.5% |
| 6M | -0.5% | +0.6% | -1.1% | -1.2% |
| YTD | +19.6% | -27.7% | +47.3% | +19.9% |
| 1Y | +22.4% | -29.4% | +51.8% | +22.7% |
| 3Y | +55.9% | -98.8% | +154.7% | +59.5% |
| All | +70.9% | -98.9% | +169.8% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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