+990.1%
VZ vs EMR
+4,039.8%
-3,049.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.4% |
| 7D | +0.1% | -1.5% | +1.6% | +0.5% |
| 30D | +7.9% | -5.6% | +13.5% | +9.5% |
| 3M | +13.6% | +7.9% | +5.7% | +10.7% |
| 6M | +1.1% | +6.0% | -4.9% | -1.6% |
| YTD | +29.3% | +16.4% | +12.8% | +21.6% |
| 1Y | +21.2% | +16.6% | +4.6% | +13.6% |
| 3Y | +75.9% | +62.9% | +13.0% | +44.9% |
| 5Y | +24.1% | +60.1% | -36.0% | +1.1% |
| 10Y | +62.4% | +268.8% | -206.4% | -5.8% |
| All | +990.1% | +4,039.8% | -3,049.8% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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