+65.5%
VZ vs ENB
+99.8%
-34.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | +2.2% | -3.7% | +5.9% | +3.1% |
| 30D | +10.6% | +1.7% | +8.9% | +10.1% |
| 3M | -0.6% | -6.3% | +5.7% | +0.9% |
| 6M | +0.7% | -9.2% | +9.9% | +3.0% |
| YTD | +20.6% | +3.1% | +17.5% | +19.5% |
| 1Y | +22.7% | +3.4% | +19.4% | +21.6% |
| 3Y | +57.2% | +68.9% | -11.7% | +38.6% |
| 5Y | +21.4% | +51.7% | -30.3% | +9.2% |
| 10Y | +65.5% | +98.3% | -32.8% | +35.0% |
| All | +65.5% | +99.8% | -34.3% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 10y: compounded portfolio wealth divided by compounded ENB 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…
10y analysis · Full analysis span regression · 6 months rolling