+65.5%
VZ vs ESI
+323.5%
-258.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +0.5% |
| 7D | +2.2% | -3.5% | +5.7% | +2.4% |
| 30D | +10.6% | -9.3% | +19.8% | +11.1% |
| 3M | -0.6% | -12.8% | +12.2% | +0.1% |
| 6M | +0.7% | -24.6% | +25.4% | +2.1% |
| YTD | +20.6% | +32.7% | -12.1% | +15.5% |
| 1Y | +22.7% | +20.3% | +2.4% | +18.5% |
| 3Y | +57.2% | +80.2% | -23.0% | +43.4% |
| 5Y | +21.4% | +40.0% | -18.6% | +12.6% |
| 10Y | +65.5% | +310.8% | -245.3% | +38.9% |
| All | +65.5% | +323.5% | -258.0% | +38.9% |
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