+22.3%
VZ vs TECH
-41.3%
+63.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +8.9% | +0.3% | +8.6% | +8.9% |
| 3M | +0.1% | +1.0% | -0.9% | +0.1% |
| 6M | +1.9% | +54.0% | -52.1% | 0.0% |
| YTD | +22.0% | +24.3% | -2.3% | +20.5% |
| 1Y | +22.1% | +23.7% | -1.6% | +20.6% |
| 3Y | +58.7% | +28.5% | +30.2% | +53.7% |
| 5Y | +22.3% | -41.2% | +63.5% | +16.5% |
| All | +22.3% | -41.3% | +63.6% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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