+71.6%
VZ vs ED
+141.1%
-69.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | +0.9% | -0.9% | +1.9% | +1.3% |
| 30D | +8.9% | +11.2% | -2.3% | +4.2% |
| 3M | +0.1% | +11.8% | -11.7% | -4.5% |
| 6M | +1.9% | +14.1% | -12.2% | -3.7% |
| YTD | +22.0% | +23.0% | -0.9% | +11.7% |
| 1Y | +22.1% | +23.7% | -1.5% | +11.5% |
| 3Y | +58.7% | +47.7% | +10.9% | +34.3% |
| 5Y | +22.3% | +82.6% | -60.3% | -5.2% |
| 10Y | +71.6% | +141.8% | -70.1% | +15.5% |
| All | +71.6% | +141.1% | -69.4% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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