+22.3%
VZ vs ENB
+53.8%
-31.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | +0.9% | -1.8% | +2.7% | +1.5% |
| 30D | +8.9% | +2.0% | +6.9% | +8.2% |
| 3M | +0.1% | -5.8% | +5.9% | +2.0% |
| 6M | +1.9% | -9.7% | +11.6% | +5.3% |
| YTD | +22.0% | +4.2% | +17.8% | +20.0% |
| 1Y | +22.1% | +3.2% | +18.9% | +20.4% |
| 3Y | +58.7% | +70.6% | -11.9% | +30.7% |
| 5Y | +22.3% | +55.1% | -32.8% | +5.0% |
| All | +22.3% | +53.8% | -31.5% | +5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling