+78.8%
VZ vs EIX
-3.3%
+82.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.0% |
| 7D | +0.1% | -19.1% | +19.2% | +2.7% |
| 30D | +7.9% | -16.9% | +24.8% | +10.0% |
| 3M | +13.6% | -20.0% | +33.7% | +16.6% |
| 6M | +1.1% | -21.3% | +22.4% | +3.9% |
| YTD | +29.3% | -1.7% | +31.0% | +27.6% |
| 1Y | +21.2% | +9.6% | +11.7% | +17.2% |
| All | +78.8% | -3.3% | +82.1% | +68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling