+990.1%
VZ vs EFX
+6,408.3%
-5,418.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.4% | +5.5% | +0.4% |
| 7D | +0.1% | -8.6% | +8.7% | +1.9% |
| 30D | +7.9% | +0.1% | +7.8% | +7.8% |
| 3M | +13.6% | +3.8% | +9.8% | +12.3% |
| 6M | +1.1% | -13.5% | +14.6% | +3.4% |
| YTD | +29.3% | -17.7% | +47.0% | +32.7% |
| 1Y | +21.2% | -25.6% | +46.8% | +26.8% |
| 3Y | +75.9% | -12.1% | +88.0% | +73.3% |
| 5Y | +24.1% | -33.8% | +57.9% | +27.1% |
| 10Y | +62.4% | +45.1% | +17.2% | +32.6% |
| All | +990.1% | +6,408.3% | -5,418.2% | +354.5% |
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