+65.5%
VZ vs EAT
+375.0%
-309.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.9% |
| 7D | +2.2% | -3.9% | +6.2% | +2.4% |
| 30D | +10.6% | +5.0% | +5.6% | +10.3% |
| 3M | -0.6% | -9.6% | +9.0% | -0.3% |
| 6M | +0.7% | +46.8% | -46.0% | -1.2% |
| YTD | +20.6% | +41.8% | -21.2% | +18.2% |
| 1Y | +22.7% | +98.3% | -75.6% | +18.2% |
| 3Y | +57.2% | +503.1% | -445.8% | +40.5% |
| 5Y | +21.4% | +356.7% | -335.3% | +8.6% |
| 10Y | +65.5% | +349.8% | -284.3% | +45.6% |
| All | +65.5% | +375.0% | -309.5% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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