+24.3%
VZ vs EME
+22.9%
+1.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.7% |
| 7D | +0.2% | +5.2% | -4.9% | +0.6% |
| 30D | +7.1% | -5.4% | +12.5% | +6.7% |
| 3M | +12.8% | -6.1% | +18.9% | +12.9% |
| 6M | +1.8% | +9.7% | -7.9% | +2.0% |
| YTD | +30.0% | +26.6% | +3.4% | +29.3% |
| 1Y | +24.3% | +24.6% | -0.3% | +30.9% |
| All | +24.3% | +22.9% | +1.5% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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