+65.5%
VZ vs EPAM
+170.1%
-104.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +2.9% | -0.7% |
| 7D | +2.1% | +13.4% | -11.2% | +1.4% |
| 30D | +1.4% | +47.1% | -45.7% | -0.8% |
| 3M | -1.3% | +71.2% | -72.4% | -4.2% |
| 6M | -0.5% | +48.9% | -49.5% | -3.1% |
| YTD | +19.6% | -22.2% | +41.9% | +20.1% |
| 1Y | +22.4% | -5.2% | +27.5% | +21.4% |
| 3Y | +55.9% | -34.9% | +90.8% | +56.2% |
| 5Y | +20.4% | -77.4% | +97.8% | +28.5% |
| All | +65.5% | +170.1% | -104.6% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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