+25.2%
VZ vs EFX
-7.5%
+32.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.3% | +1.8% |
| 7D | +6.9% | +9.2% | -2.3% | +6.1% |
| 30D | +2.3% | +34.8% | -32.5% | -0.1% |
| 3M | 0.0% | +8.8% | -8.8% | -0.9% |
| 6M | +0.2% | +12.3% | -12.1% | -0.7% |
| YTD | +20.9% | -10.6% | +31.5% | +19.5% |
| 1Y | +25.2% | -6.7% | +32.0% | +22.2% |
| All | +25.2% | -7.5% | +32.8% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling