+70.6%
VZ vs EMB
+31.5%
+39.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | +2.4% | +0.5% | +1.9% | +2.2% |
| 30D | +11.2% | +0.9% | +10.3% | +10.8% |
| 3M | 0.0% | -2.1% | +2.1% | +0.8% |
| 6M | +1.3% | -2.2% | +3.5% | +2.1% |
| YTD | +21.3% | -0.6% | +21.9% | +21.4% |
| 1Y | +23.9% | +0.2% | +23.7% | +23.7% |
| 3Y | +57.7% | +29.5% | +28.2% | +41.3% |
| 5Y | +21.2% | +8.0% | +13.2% | +17.1% |
| 10Y | +70.6% | +35.3% | +35.2% | +39.8% |
| All | +70.6% | +31.5% | +39.0% | +39.8% |
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