+21.4%
VZ vs ECL
+40.6%
-19.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ECL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.4% |
| 7D | +2.2% | -0.5% | +2.8% | +2.3% |
| 30D | +10.6% | +8.8% | +1.7% | +8.5% |
| 3M | -0.6% | +7.8% | -8.5% | -2.3% |
| 6M | +0.7% | +21.3% | -20.6% | -3.5% |
| YTD | +20.6% | +17.8% | +2.8% | +16.0% |
| 1Y | +22.7% | +21.1% | +1.7% | +17.2% |
| 3Y | +57.2% | +80.1% | -22.8% | +37.2% |
| 5Y | +21.4% | +40.5% | -19.1% | +7.8% |
| All | +21.4% | +40.6% | -19.2% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ECL.
Daily Out/Under-Performance
Portfolio return minus ECL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ECL 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 ECL 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