+21.2%
VZ vs EPAM
-76.7%
+97.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.7% | -4.1% | +0.4% |
| 7D | +2.4% | +18.8% | -16.4% | +1.8% |
| 30D | +11.2% | +44.9% | -33.8% | +10.0% |
| 3M | 0.0% | +68.6% | -68.6% | -1.5% |
| 6M | +1.3% | +65.4% | -64.1% | -0.4% |
| YTD | +21.3% | -19.9% | +41.2% | +21.0% |
| 1Y | +23.9% | -10.0% | +34.0% | +23.2% |
| 3Y | +57.7% | -30.3% | +87.9% | +56.8% |
| 5Y | +21.2% | -75.7% | +96.9% | +19.4% |
| All | +21.2% | -76.7% | +97.9% | +19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling