+25.3%
VZ vs EQT
+194.7%
-169.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.3% |
| 7D | -1.0% | -2.0% | +1.1% | -0.8% |
| 30D | +5.8% | +1.0% | +4.7% | +5.7% |
| 3M | +10.5% | +4.0% | +6.5% | +10.1% |
| 6M | +1.8% | -11.7% | +13.5% | +2.5% |
| YTD | +28.3% | +2.8% | +25.4% | +27.8% |
| 1Y | +22.0% | +10.0% | +12.0% | +20.9% |
| 3Y | +81.8% | +34.1% | +47.7% | +75.2% |
| 5Y | +25.3% | +195.3% | -169.9% | +9.8% |
| All | +25.3% | +194.7% | -169.3% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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