+73.3%
VZ vs EOG
+136.8%
-63.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.2% |
| 7D | +0.9% | +7.4% | -6.5% | +0.3% |
| 30D | +6.9% | +2.3% | +4.7% | +6.7% |
| 3M | +0.6% | +9.5% | -8.8% | -0.3% |
| 6M | +0.3% | +17.7% | -17.4% | -1.4% |
| YTD | +21.9% | +52.9% | -31.0% | +17.0% |
| 1Y | +21.7% | +47.7% | -26.0% | +17.1% |
| 3Y | +58.5% | +41.1% | +17.4% | +52.3% |
| 5Y | +22.4% | +108.2% | -85.8% | +12.5% |
| All | +73.3% | +136.8% | -63.5% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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