+65.5%
VZ vs ED
+129.3%
-63.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.4% | +0.1% |
| 7D | +2.1% | +1.6% | +0.5% | +1.4% |
| 30D | +1.4% | +13.3% | -11.9% | -3.8% |
| 3M | -1.3% | +9.7% | -11.0% | -5.1% |
| 6M | -0.5% | +12.8% | -13.3% | -5.5% |
| YTD | +19.6% | +22.3% | -2.7% | +9.8% |
| 1Y | +22.4% | +26.3% | -3.9% | +10.8% |
| 3Y | +55.9% | +45.0% | +10.9% | +33.0% |
| 5Y | +20.4% | +80.2% | -59.8% | -6.1% |
| All | +65.5% | +129.3% | -63.7% | +14.9% |
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