+908.7%
VZ vs EIX
+1,158.5%
-249.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.5% | -0.4% |
| 7D | +2.1% | +1.0% | +1.2% | +1.9% |
| 30D | +1.4% | +9.1% | -7.7% | -0.5% |
| 3M | -1.3% | -10.2% | +9.0% | -0.2% |
| 6M | -0.5% | -11.2% | +10.7% | +0.6% |
| YTD | +19.6% | +4.5% | +15.2% | +16.7% |
| 1Y | +22.4% | +10.9% | +11.5% | +17.8% |
| 3Y | +55.9% | +8.4% | +47.5% | +48.5% |
| 5Y | +20.4% | +18.0% | +2.4% | +12.1% |
| 10Y | +66.9% | +30.3% | +36.6% | +46.6% |
| All | +908.7% | +1,158.5% | -249.8% | +311.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling