+55.9%
VZ vs EME
+191.8%
-135.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -0.7% |
| 7D | +2.1% | -10.5% | +12.6% | +1.2% |
| 30D | +1.4% | -22.4% | +23.8% | -0.7% |
| 3M | -1.3% | -24.7% | +23.4% | -3.4% |
| 6M | -0.5% | -35.5% | +34.9% | -3.1% |
| YTD | +19.6% | -0.3% | +20.0% | +19.7% |
| 1Y | +22.4% | -6.7% | +29.1% | +22.1% |
| 3Y | +55.9% | +190.6% | -134.8% | +78.5% |
| All | +55.9% | +191.8% | -135.9% | +78.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling