+809.7%
VZ vs EME
+49,337.3%
-48,527.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.3% |
| 7D | +2.1% | -10.5% | +12.6% | +3.7% |
| 30D | +1.4% | -22.4% | +23.8% | +5.0% |
| 3M | -1.3% | -24.7% | +23.4% | +2.5% |
| 6M | -0.5% | -35.5% | +34.9% | +4.9% |
| YTD | +19.6% | -0.3% | +20.0% | +17.1% |
| 1Y | +22.4% | -6.7% | +29.1% | +20.9% |
| 3Y | +55.9% | +190.6% | -134.8% | +22.7% |
| 5Y | +20.4% | +367.3% | -346.9% | -13.9% |
| 10Y | +66.9% | +954.5% | -887.6% | -0.6% |
| All | +809.7% | +49,337.3% | -48,527.6% | +273.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling