+23.3%
VZ vs ESI
+19.1%
+4.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | +1.5% |
| 7D | +2.2% | -3.5% | +5.7% | +1.8% |
| 30D | +10.6% | -9.3% | +19.8% | +9.3% |
| 3M | -0.6% | -12.8% | +12.2% | -1.8% |
| 6M | +0.7% | -24.6% | +25.4% | -1.9% |
| YTD | +20.6% | +32.7% | -12.1% | +23.7% |
| All | +23.3% | +19.1% | +4.2% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling