+57.3%
VZ vs ED
+48.1%
+9.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.6% |
| 7D | +5.6% | +5.2% | +0.5% | +3.0% |
| 30D | +1.9% | +15.5% | -13.7% | -5.0% |
| 3M | +0.8% | +13.0% | -12.2% | -5.1% |
| 6M | +0.6% | +13.1% | -12.5% | -5.4% |
| YTD | +20.8% | +25.3% | -4.5% | +8.1% |
| 1Y | +23.9% | +30.5% | -6.6% | +8.6% |
| All | +57.3% | +48.1% | +9.3% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling