+883.1%
VZ vs EME
+61,143.5%
-60,260.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.2% |
| 7D | +0.1% | +1.9% | -1.8% | -0.2% |
| 30D | +7.9% | -8.3% | +16.2% | +9.2% |
| 3M | +13.6% | -10.7% | +24.4% | +14.7% |
| 6M | +1.1% | +1.9% | -0.8% | -0.4% |
| YTD | +29.3% | +23.5% | +5.8% | +23.1% |
| 1Y | +21.2% | +18.0% | +3.3% | +15.6% |
| 3Y | +75.9% | +236.1% | -160.2% | +36.2% |
| 5Y | +24.1% | +527.9% | -503.8% | -15.1% |
| 10Y | +62.4% | +1,252.8% | -1,190.4% | -6.6% |
| All | +883.1% | +61,143.5% | -60,260.4% | +293.0% |
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