+70.6%
VZ vs ESI
+306.3%
-235.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +0.6% |
| 7D | +2.4% | -6.6% | +9.0% | +2.8% |
| 30D | +11.2% | -9.8% | +21.0% | +11.8% |
| 3M | 0.0% | -11.9% | +11.9% | +0.6% |
| 6M | +1.3% | -25.1% | +26.4% | +2.7% |
| YTD | +21.3% | +31.9% | -10.6% | +16.2% |
| 1Y | +23.9% | +19.2% | +4.8% | +19.8% |
| 3Y | +57.7% | +76.2% | -18.5% | +44.1% |
| 5Y | +21.2% | +39.4% | -18.2% | +12.5% |
| 10Y | +70.6% | +304.9% | -234.3% | +43.2% |
| All | +70.6% | +306.3% | -235.7% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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