+25.2%
VZ vs ELV
+42.6%
-17.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.9% | -2.9% | +1.8% |
| 7D | +6.9% | +4.8% | +2.2% | +6.7% |
| 30D | +2.3% | +10.1% | -7.8% | +2.0% |
| 3M | 0.0% | +15.4% | -15.3% | -0.4% |
| 6M | +0.2% | +17.7% | -17.5% | -0.4% |
| YTD | +20.9% | +25.7% | -4.8% | +19.6% |
| 1Y | +25.2% | +39.9% | -14.6% | +21.9% |
| All | +25.2% | +42.6% | -17.4% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 1y: compounded portfolio wealth divided by compounded ELV 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…
1y analysis · Full analysis span regression · 6 months rolling