+72.6%
VZ vs ENB
+109.5%
-36.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | +1.5% | +3.1% | -1.7% | +0.7% |
| 30D | +4.4% | +2.1% | +2.2% | +3.8% |
| 3M | -2.4% | -4.4% | +2.1% | -1.4% |
| 6M | +1.4% | -10.1% | +11.5% | +3.9% |
| YTD | +21.4% | +5.2% | +16.2% | +19.8% |
| 1Y | +20.3% | +4.2% | +16.0% | +18.9% |
| 3Y | +57.4% | +70.1% | -12.7% | +38.5% |
| 5Y | +21.9% | +59.4% | -37.5% | +8.5% |
| All | +72.6% | +109.5% | -36.8% | +38.3% |
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