+70.6%
VZ vs ENB
+99.3%
-28.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.4% |
| 7D | +2.4% | -2.4% | +4.8% | +3.0% |
| 30D | +11.2% | +2.5% | +8.7% | +10.5% |
| 3M | 0.0% | -5.8% | +5.8% | +1.3% |
| 6M | +1.3% | -8.5% | +9.8% | +3.3% |
| YTD | +21.3% | +3.9% | +17.4% | +20.0% |
| 1Y | +23.9% | +3.7% | +20.3% | +22.7% |
| 3Y | +57.7% | +70.1% | -12.4% | +38.8% |
| 5Y | +21.2% | +53.2% | -32.0% | +8.8% |
| 10Y | +70.6% | +100.2% | -29.6% | +39.0% |
| All | +70.6% | +99.3% | -28.7% | +39.0% |
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