+21.5%
VZ vs ED
+86.8%
-65.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.6% |
| 7D | +5.6% | +5.2% | +0.5% | +3.1% |
| 30D | +1.9% | +15.5% | -13.7% | -4.9% |
| 3M | +0.8% | +13.0% | -12.2% | -5.0% |
| 6M | +0.6% | +13.1% | -12.5% | -5.3% |
| YTD | +20.8% | +25.3% | -4.5% | +8.3% |
| 1Y | +23.9% | +30.5% | -6.6% | +8.9% |
| 3Y | +55.7% | +49.3% | +6.4% | +28.5% |
| 5Y | +21.5% | +84.6% | -63.0% | -9.6% |
| All | +21.5% | +86.8% | -65.2% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling