+72.6%
VZ vs ESI
+318.1%
-245.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.4% |
| 7D | +1.5% | +5.5% | -4.1% | +1.1% |
| 30D | +4.4% | -7.8% | +12.1% | +4.8% |
| 3M | -2.4% | -15.0% | +12.6% | -1.5% |
| 6M | +1.4% | -24.9% | +26.3% | +2.9% |
| YTD | +21.4% | +33.2% | -11.8% | +16.2% |
| 1Y | +20.3% | +24.9% | -4.7% | +15.7% |
| 3Y | +57.4% | +77.8% | -20.4% | +43.7% |
| 5Y | +21.9% | +37.1% | -15.2% | +13.4% |
| All | +72.6% | +318.1% | -245.4% | +46.5% |
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