+164.3%
EWY vs VZ
+21.5%
+142.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +4.2% |
| 7D | +4.8% | +0.1% | +4.7% | +4.9% |
| 30D | +11.7% | +7.9% | +3.8% | +15.8% |
| 3M | -7.4% | +13.6% | -21.1% | -1.1% |
| 6M | +40.6% | +1.1% | +39.5% | +47.4% |
| YTD | +94.3% | +29.3% | +65.0% | +109.5% |
| 1Y | +164.3% | +21.2% | +143.0% | +179.2% |
| All | +164.3% | +21.5% | +142.7% | +179.2% |
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