+78.8%
VZ vs ENTG
+37.4%
+41.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.0% | -0.6% |
| 7D | +0.1% | +2.8% | -2.8% | +0.2% |
| 30D | +7.9% | -4.7% | +12.6% | +7.8% |
| 3M | +13.6% | -0.7% | +14.4% | +13.9% |
| 6M | +1.1% | +7.7% | -6.6% | +1.6% |
| YTD | +29.3% | +65.1% | -35.8% | +30.1% |
| 1Y | +21.2% | +74.8% | -53.5% | +22.1% |
| All | +78.8% | +37.4% | +41.4% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling