+22.3%
VZ vs EIX
+16.9%
+5.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | +0.9% | -2.5% | +3.5% | +1.4% |
| 30D | +8.9% | +7.7% | +1.2% | +7.3% |
| 3M | +0.1% | -12.9% | +13.0% | +2.0% |
| 6M | +1.9% | -12.7% | +14.6% | +3.5% |
| YTD | +22.0% | +5.5% | +16.6% | +18.0% |
| 1Y | +22.1% | +9.4% | +12.7% | +16.9% |
| 3Y | +58.7% | +9.7% | +49.0% | +47.3% |
| 5Y | +22.3% | +16.9% | +5.4% | +8.9% |
| All | +22.3% | +16.9% | +5.4% | +8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling