+71.6%
VZ vs ENTG
+838.5%
-766.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +11.3% | -10.7% | +0.5% |
| 7D | +0.9% | +7.9% | -7.0% | +0.8% |
| 30D | +8.9% | -3.6% | +12.5% | +8.9% |
| 3M | +0.1% | +2.7% | -2.6% | -0.1% |
| 6M | +1.9% | +3.6% | -1.7% | +1.3% |
| YTD | +22.0% | +83.6% | -61.6% | +17.5% |
| 1Y | +22.1% | +84.9% | -62.7% | +17.5% |
| 3Y | +58.7% | +63.2% | -4.5% | +50.5% |
| 5Y | +22.3% | +4.9% | +17.4% | +18.2% |
| 10Y | +71.6% | +799.3% | -727.7% | +30.6% |
| All | +71.6% | +838.5% | -766.9% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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