+25.5%
VZ vs ENB
+69.5%
-44.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | +0.1% | -0.2% | +0.3% | +0.2% |
| 30D | +7.9% | -2.2% | +10.1% | +8.7% |
| 3M | +13.6% | -10.5% | +24.2% | +17.9% |
| 6M | +1.1% | -5.1% | +6.2% | +2.7% |
| YTD | +29.3% | +9.0% | +20.3% | +25.4% |
| 1Y | +21.2% | +8.2% | +13.0% | +17.8% |
| 3Y | +75.9% | +67.8% | +8.1% | +46.1% |
| All | +25.5% | +69.5% | -44.0% | +5.2% |
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