+390.6%
VZ vs EEM
+767.8%
-377.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | -0.2% |
| 7D | +0.9% | +0.7% | +0.2% | +0.6% |
| 30D | +8.9% | -6.2% | +15.1% | +11.0% |
| 3M | +0.1% | -5.2% | +5.3% | +1.3% |
| 6M | +1.9% | -8.1% | +10.0% | +3.3% |
| YTD | +22.0% | +14.0% | +8.0% | +14.0% |
| 1Y | +22.1% | +13.8% | +8.3% | +14.1% |
| 3Y | +58.7% | +73.7% | -15.1% | +26.1% |
| 5Y | +22.3% | +34.6% | -12.2% | +5.3% |
| 10Y | +71.6% | +123.6% | -51.9% | +17.2% |
| All | +390.6% | +767.8% | -377.2% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 all: compounded portfolio wealth divided by compounded EEM 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…
all analysis · Full analysis span regression · 6 months rolling