+1,477.5%
XLK vs VZ
+252.8%
+1,224.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | +2.3% | -1.0% | +3.3% | +2.7% |
| 30D | +0.8% | +5.8% | -4.9% | -1.6% |
| 3M | +4.1% | +10.5% | -6.5% | -1.0% |
| 6M | +34.8% | +1.8% | +33.0% | +32.1% |
| YTD | +30.8% | +28.3% | +2.6% | +15.2% |
| 1Y | +42.4% | +22.0% | +20.4% | +27.5% |
| 3Y | +121.8% | +81.8% | +40.0% | +60.0% |
| 5Y | +146.6% | +25.3% | +121.3% | +107.9% |
| 10Y | +804.3% | +64.4% | +739.9% | +556.9% |
| All | +1,477.5% | +252.8% | +1,224.7% | +593.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling