+22.4%
VZ vs ELAN
-19.1%
+41.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +0.9% | +11.9% | -11.0% | +0.4% |
| 30D | +6.9% | +18.3% | -11.3% | +6.1% |
| 3M | +0.6% | +19.7% | -19.1% | -0.3% |
| 6M | +0.3% | +23.7% | -23.3% | -1.0% |
| YTD | +21.9% | +17.1% | +4.8% | +20.3% |
| 1Y | +21.7% | +20.2% | +1.5% | +19.9% |
| 3Y | +58.5% | +148.1% | -89.6% | +45.8% |
| 5Y | +22.4% | -19.8% | +42.2% | +22.1% |
| All | +22.4% | -19.1% | +41.5% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling