+44.4%
VZ vs ELAN
-29.1%
+73.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +0.7% |
| 7D | -1.2% | -6.4% | +5.2% | -0.7% |
| 30D | +5.7% | +0.6% | +5.1% | +5.6% |
| 3M | +8.2% | 0.0% | +8.3% | +8.1% |
| 6M | +1.7% | -3.4% | +5.2% | +1.4% |
| YTD | +28.9% | +1.0% | +27.8% | +27.8% |
| 1Y | +22.7% | +24.7% | -2.0% | +19.4% |
| 3Y | +82.7% | +97.2% | -14.5% | +65.9% |
| 5Y | +26.4% | -31.5% | +57.9% | +28.5% |
| All | +44.4% | -29.1% | +73.5% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 ELAN 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