+61.1%
VZ vs EOG
+110.9%
-49.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +0.2% | -2.0% | +2.2% | +0.4% |
| 30D | +7.1% | +7.9% | -0.8% | +6.3% |
| 3M | +12.8% | +4.5% | +8.3% | +12.3% |
| 6M | +1.8% | +12.3% | -10.5% | +0.5% |
| YTD | +30.0% | +41.9% | -11.9% | +25.7% |
| 1Y | +24.3% | +27.8% | -3.5% | +21.2% |
| 3Y | +84.3% | +21.8% | +62.5% | +79.4% |
| 5Y | +25.9% | +174.0% | -148.1% | +12.9% |
| 10Y | +61.1% | +110.4% | -49.3% | +37.8% |
| All | +61.1% | +110.9% | -49.8% | +37.8% |
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