+65.5%
VZ vs EOG
+120.7%
-55.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.7% |
| 7D | +2.2% | -6.0% | +8.2% | +2.8% |
| 30D | +10.6% | +0.9% | +9.7% | +10.4% |
| 3M | -0.6% | +10.9% | -11.5% | -1.6% |
| 6M | +0.7% | +15.8% | -15.0% | -0.8% |
| YTD | +20.6% | +45.8% | -25.2% | +16.3% |
| 1Y | +22.7% | +45.3% | -22.6% | +18.3% |
| 3Y | +57.2% | +36.2% | +21.1% | +51.6% |
| 5Y | +21.4% | +94.0% | -72.6% | +12.3% |
| 10Y | +65.5% | +120.5% | -55.0% | +43.0% |
| All | +65.5% | +120.7% | -55.2% | +43.0% |
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