+908.7%
VZ vs EFX
+6,869.2%
-5,960.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.5% |
| 7D | +2.1% | +2.7% | -0.6% | +1.6% |
| 30D | +1.4% | +33.1% | -31.7% | -4.7% |
| 3M | -1.3% | +8.2% | -9.4% | -3.2% |
| 6M | -0.5% | +10.2% | -10.7% | -3.3% |
| YTD | +19.6% | -11.8% | +31.5% | +20.7% |
| 1Y | +22.4% | -6.1% | +28.5% | +21.8% |
| 3Y | +55.9% | +7.5% | +48.4% | +46.8% |
| 5Y | +20.4% | -30.7% | +51.1% | +22.0% |
| 10Y | +66.9% | +68.7% | -1.8% | +31.4% |
| All | +908.7% | +6,869.2% | -5,960.5% | +313.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling