+73.3%
VZ vs ED
+143.7%
-70.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +0.9% | -1.7% | +2.7% | +1.7% |
| 30D | +6.9% | +10.7% | -3.8% | +2.5% |
| 3M | +0.6% | +11.6% | -11.0% | -4.0% |
| 6M | +0.3% | +13.5% | -13.2% | -5.0% |
| YTD | +21.9% | +23.1% | -1.2% | +11.6% |
| 1Y | +21.7% | +23.1% | -1.4% | +11.3% |
| 3Y | +58.5% | +47.9% | +10.6% | +34.1% |
| 5Y | +22.4% | +83.9% | -61.4% | -5.4% |
| All | +73.3% | +143.7% | -70.4% | +16.7% |
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