+21.3%
VZ vs ENB
+50.3%
-29.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.3% |
| 7D | +5.6% | -2.4% | +8.0% | +6.5% |
| 30D | +1.9% | +3.4% | -1.5% | +0.7% |
| 3M | +0.8% | -6.1% | +6.9% | +2.8% |
| 6M | +0.6% | -10.0% | +10.7% | +4.1% |
| YTD | +20.8% | +4.7% | +16.1% | +18.6% |
| 1Y | +23.9% | +7.5% | +16.4% | +20.6% |
| 3Y | +55.7% | +69.1% | -13.4% | +28.6% |
| All | +21.3% | +50.3% | -29.0% | +4.3% |
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 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