+72.6%
VZ vs EPAM
+157.4%
-84.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | +1.5% | +2.4% | -0.9% | +1.3% |
| 30D | +4.4% | +42.3% | -38.0% | +2.3% |
| 3M | -2.4% | +60.7% | -63.0% | -5.0% |
| 6M | +1.4% | +80.5% | -79.1% | -2.1% |
| YTD | +21.4% | -20.4% | +41.8% | +21.7% |
| 1Y | +20.3% | -9.6% | +29.9% | +19.6% |
| 3Y | +57.4% | -30.5% | +87.9% | +57.0% |
| 5Y | +21.9% | -75.7% | +97.6% | +29.3% |
| All | +72.6% | +157.4% | -84.7% | +48.5% |
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