+990.1%
VZ vs EQT
+3,007.4%
-2,017.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | +0.1% | +1.1% | -1.0% | -0.1% |
| 30D | +7.9% | +7.7% | +0.2% | +6.8% |
| 3M | +13.6% | +0.2% | +13.5% | +13.5% |
| 6M | +1.1% | -9.5% | +10.6% | +2.2% |
| YTD | +29.3% | +3.8% | +25.5% | +28.2% |
| 1Y | +21.2% | +7.8% | +13.5% | +19.4% |
| 3Y | +75.9% | +30.1% | +45.8% | +65.7% |
| 5Y | +24.1% | +188.6% | -164.5% | +0.8% |
| 10Y | +62.4% | +54.6% | +7.8% | +34.2% |
| All | +990.1% | +3,007.4% | -2,017.3% | +373.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling