+419.8%
VZ vs EEM
+860.9%
-441.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.5% |
| 7D | +0.1% | +2.3% | -2.2% | -0.7% |
| 30D | +7.9% | +4.5% | +3.4% | +6.2% |
| 3M | +13.6% | -0.1% | +13.7% | +12.7% |
| 6M | +1.1% | +16.9% | -15.8% | -5.5% |
| YTD | +29.3% | +26.2% | +3.1% | +17.3% |
| 1Y | +21.2% | +40.5% | -19.3% | +5.7% |
| 3Y | +75.9% | +86.2% | -10.3% | +37.3% |
| 5Y | +24.1% | +45.5% | -21.4% | +4.5% |
| 10Y | +62.4% | +128.6% | -66.2% | +10.9% |
| All | +419.8% | +860.9% | -441.2% | +90.4% |
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