+15.5%
VZ vs EOSE
-82.7%
+98.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.4% | +8.0% | +0.6% |
| 7D | +2.4% | -8.4% | +10.8% | +2.4% |
| 30D | +11.2% | -31.0% | +42.1% | +11.2% |
| 3M | 0.0% | -57.0% | +57.0% | 0.0% |
| 6M | +1.3% | -78.3% | +79.6% | +1.5% |
| YTD | +21.3% | -84.8% | +106.1% | +21.5% |
| 1Y | +23.9% | -90.9% | +114.9% | +24.5% |
| 3Y | +57.7% | +35.9% | +21.8% | +52.7% |
| 5Y | +21.2% | -84.1% | +105.3% | +14.5% |
| All | +15.5% | -82.7% | +98.2% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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