+788.5%
XLK vs VZ
+67.5%
+721.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.1% |
| 7D | +0.2% | +0.9% | -0.7% | 0.0% |
| 30D | -0.6% | +7.7% | -8.4% | -2.1% |
| 3M | +2.6% | +9.7% | -7.1% | +0.4% |
| 6M | +34.0% | +3.1% | +30.9% | +32.8% |
| YTD | +30.7% | +30.5% | +0.2% | +21.6% |
| 1Y | +39.2% | +22.5% | +16.7% | +31.5% |
| 3Y | +120.4% | +82.4% | +38.1% | +76.4% |
| 5Y | +148.8% | +28.0% | +120.8% | +128.2% |
| All | +788.5% | +67.5% | +721.0% | +657.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling