+21.4%
VZ vs EFA
+50.1%
-28.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.2% |
| 7D | +2.2% | +1.2% | +1.0% | +2.0% |
| 30D | +10.6% | +1.5% | +9.1% | +10.2% |
| 3M | -0.6% | -3.3% | +2.7% | +0.1% |
| 6M | +0.7% | +2.6% | -1.8% | 0.0% |
| YTD | +20.6% | +11.0% | +9.6% | +16.8% |
| 1Y | +22.7% | +15.1% | +7.6% | +17.5% |
| 3Y | +57.2% | +67.6% | -10.4% | +33.1% |
| 5Y | +21.4% | +50.5% | -29.1% | +2.1% |
| All | +21.4% | +50.1% | -28.7% | +2.1% |
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