+148.7%
EWY vs VZ
+27.6%
+121.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +2.0% | +3.3% |
| 7D | -0.1% | +0.9% | -1.0% | -0.1% |
| 30D | +7.3% | +7.7% | -0.4% | +7.4% |
| 3M | -5.1% | +9.7% | -14.8% | -4.8% |
| 6M | +42.1% | +3.1% | +39.0% | +43.2% |
| YTD | +94.1% | +30.5% | +63.6% | +90.8% |
| 1Y | +147.8% | +22.5% | +125.3% | +145.3% |
| 3Y | +222.9% | +82.4% | +140.6% | +198.3% |
| All | +148.7% | +27.6% | +121.1% | +142.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling