+81.4%
VZ vs EFA
+68.9%
+12.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +7.9% | +0.9% | +7.0% | +7.8% |
| 3M | +13.6% | +4.9% | +8.8% | +12.9% |
| 6M | +1.1% | +8.6% | -7.5% | -0.1% |
| YTD | +29.3% | +14.6% | +14.7% | +25.9% |
| 1Y | +21.2% | +22.6% | -1.4% | +15.9% |
| All | +81.4% | +68.9% | +12.5% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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