+34.8%
XLK vs VZ
+0.7%
+34.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | -0.6% |
| 7D | +2.3% | -1.0% | +3.3% | +1.9% |
| 30D | +0.8% | +5.8% | -4.9% | +3.3% |
| 3M | +4.1% | +10.5% | -6.5% | +9.6% |
| 6M | +34.8% | +1.8% | +33.0% | +36.7% |
| All | +34.8% | +0.7% | +34.1% | +36.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling