+916.9%
VZ vs EFX
+6,822.9%
-5,906.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | +2.2% | -2.2% | +4.4% | +2.7% |
| 30D | +10.6% | +29.2% | -18.6% | +4.6% |
| 3M | -0.6% | +3.5% | -4.1% | -1.7% |
| 6M | +0.7% | +7.8% | -7.0% | -1.6% |
| YTD | +20.6% | -12.4% | +33.0% | +21.9% |
| 1Y | +22.7% | -8.2% | +31.0% | +22.7% |
| 3Y | +57.2% | +4.7% | +52.5% | +49.0% |
| 5Y | +21.4% | -32.0% | +53.4% | +23.6% |
| 10Y | +65.5% | +69.1% | -3.6% | +30.2% |
| All | +916.9% | +6,822.9% | -5,906.0% | +317.3% |
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