+21.8%
VZ vs ENTG
-0.3%
+22.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | -0.5% |
| 7D | +1.5% | +15.2% | -13.7% | +1.9% |
| 30D | +4.4% | -3.6% | +8.0% | +4.4% |
| 3M | -2.4% | -10.0% | +7.6% | -2.3% |
| 6M | +1.4% | +1.8% | -0.4% | +1.7% |
| YTD | +21.4% | +75.5% | -54.1% | +21.1% |
| 1Y | +20.3% | +82.4% | -62.1% | +19.9% |
| 3Y | +57.4% | +58.5% | -1.1% | +55.3% |
| All | +21.8% | -0.3% | +22.1% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling