+43.4%
XLK vs VZ
+21.5%
+21.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.4% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +0.7% | +7.9% | -7.2% | +3.4% |
| 3M | -2.9% | +13.6% | -16.6% | +1.8% |
| 6M | +34.3% | +1.1% | +33.2% | +36.8% |
| YTD | +30.4% | +29.3% | +1.1% | +40.6% |
| 1Y | +43.4% | +21.2% | +22.1% | +52.1% |
| All | +43.4% | +21.5% | +21.8% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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