+25.9%
VZ vs EFA
+54.2%
-28.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.1% | +0.7% |
| 7D | +0.2% | +1.2% | -1.0% | 0.0% |
| 30D | +7.1% | -0.7% | +7.8% | +7.3% |
| 3M | +12.8% | +6.4% | +6.4% | +11.1% |
| 6M | +1.8% | +11.4% | -9.6% | -1.1% |
| YTD | +30.0% | +14.0% | +16.0% | +25.2% |
| 1Y | +24.3% | +20.2% | +4.1% | +17.8% |
| 3Y | +84.3% | +68.2% | +16.1% | +56.2% |
| 5Y | +25.9% | +54.8% | -28.9% | +6.0% |
| All | +25.9% | +54.2% | -28.3% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling