+65.5%
VZ vs EMB
+30.9%
+34.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | +2.2% | +0.8% | +1.4% | +1.9% |
| 30D | +10.6% | +1.5% | +9.1% | +10.0% |
| 3M | -0.6% | -1.9% | +1.3% | +0.1% |
| 6M | +0.7% | -1.6% | +2.4% | +1.4% |
| YTD | +20.6% | 0.0% | +20.6% | +20.5% |
| 1Y | +22.7% | +1.1% | +21.7% | +22.0% |
| 3Y | +57.2% | +30.9% | +26.3% | +40.2% |
| 5Y | +21.4% | +7.1% | +14.3% | +17.8% |
| 10Y | +65.5% | +31.1% | +34.4% | +42.3% |
| All | +65.5% | +30.9% | +34.6% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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