+20.3%
VZ vs ED
+24.8%
-4.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -1.1% |
| 7D | +1.5% | +2.1% | -0.6% | +0.4% |
| 30D | +4.4% | +10.4% | -6.0% | -0.6% |
| 3M | -2.4% | +12.5% | -14.9% | -7.9% |
| 6M | +1.4% | +14.9% | -13.5% | -5.3% |
| YTD | +21.4% | +24.8% | -3.4% | +10.6% |
| 1Y | +20.3% | +23.8% | -3.6% | +10.0% |
| All | +20.3% | +24.8% | -4.5% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling