+57.7%
VZ vs ESI
+78.7%
-21.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +0.5% |
| 7D | +2.4% | -6.6% | +9.0% | +2.0% |
| 30D | +11.2% | -9.8% | +21.0% | +10.7% |
| 3M | 0.0% | -11.9% | +11.9% | -0.4% |
| 6M | +1.3% | -25.1% | +26.4% | +0.4% |
| YTD | +21.3% | +31.9% | -10.6% | +19.8% |
| 1Y | +23.9% | +19.2% | +4.8% | +22.7% |
| 3Y | +57.7% | +76.2% | -18.5% | +54.7% |
| All | +57.7% | +78.7% | -21.0% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling