+25.3%
VZ vs ELAN
-30.4%
+55.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.4% | -1.2% |
| 7D | -1.0% | -4.6% | +3.6% | -0.7% |
| 30D | +5.8% | +5.7% | +0.1% | +5.5% |
| 3M | +10.5% | -3.9% | +14.4% | +10.6% |
| 6M | +1.8% | -1.6% | +3.4% | +1.5% |
| YTD | +28.3% | +4.1% | +24.2% | +27.3% |
| 1Y | +22.0% | +25.5% | -3.6% | +19.6% |
| 3Y | +81.8% | +103.2% | -21.3% | +68.9% |
| 5Y | +25.3% | -29.8% | +55.1% | +27.6% |
| All | +25.3% | -30.4% | +55.7% | +27.6% |
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