+59.9%
VZ vs ESI
+314.4%
-254.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.9% | -3.8% | -1.1% |
| 7D | +0.1% | +3.3% | -3.2% | -0.2% |
| 30D | +7.9% | -5.9% | +13.8% | +8.3% |
| 3M | +13.6% | -14.1% | +27.7% | +14.5% |
| 6M | +1.1% | +6.6% | -5.5% | -0.4% |
| YTD | +29.3% | +45.0% | -15.7% | +23.3% |
| 1Y | +21.2% | +41.5% | -20.2% | +15.7% |
| 3Y | +75.9% | +78.8% | -2.9% | +61.5% |
| 5Y | +24.1% | +70.9% | -46.8% | +13.1% |
| All | +59.9% | +314.4% | -254.5% | +26.2% |
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