+19.4%
VZ vs ROKU
+49.3%
-29.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +2.1% | +3.5% | -1.3% | +2.3% |
| 30D | +1.4% | +5.1% | -3.7% | +1.6% |
| 3M | -1.3% | +7.0% | -8.2% | -1.0% |
| 6M | -0.5% | +25.4% | -26.0% | +0.5% |
| YTD | +19.6% | +48.0% | -28.3% | +24.3% |
| All | +19.4% | +49.3% | -29.9% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 1y: compounded portfolio wealth divided by compounded ROKU 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…
1y analysis · Full analysis span regression · 6 months rolling