+72.6%
VZ vs EIX
+35.3%
+37.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +1.5% | +1.4% | +0.1% | +1.2% |
| 30D | +4.4% | +8.5% | -4.2% | +2.5% |
| 3M | -2.4% | -13.5% | +11.1% | -0.4% |
| 6M | +1.4% | -12.4% | +13.8% | +3.0% |
| YTD | +21.4% | +5.9% | +15.5% | +17.6% |
| 1Y | +20.3% | +7.6% | +12.7% | +16.0% |
| 3Y | +57.4% | +12.8% | +44.6% | +47.3% |
| 5Y | +21.9% | +19.2% | +2.7% | +12.0% |
| All | +72.6% | +35.3% | +37.3% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 10y: compounded portfolio wealth divided by compounded EIX 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…
10y analysis · Full analysis span regression · 6 months rolling