+908.7%
VZ vs EMR
+4,298.0%
-3,389.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | +2.1% | -1.6% | +3.7% | +2.6% |
| 30D | +1.4% | +2.0% | -0.6% | +0.6% |
| 3M | -1.3% | +3.8% | -5.1% | -2.7% |
| 6M | -0.5% | +10.5% | -11.0% | -4.1% |
| YTD | +19.6% | +23.7% | -4.1% | +10.4% |
| 1Y | +22.4% | +25.4% | -3.0% | +12.3% |
| 3Y | +55.9% | +86.6% | -30.7% | +23.1% |
| 5Y | +20.4% | +83.0% | -62.6% | -5.9% |
| 10Y | +66.9% | +319.5% | -252.6% | -7.2% |
| All | +908.7% | +4,298.0% | -3,389.3% | +105.9% |
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