+62.8%
VZ vs ET
+179.3%
-116.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.4% |
| 7D | -1.2% | +1.4% | -2.6% | -1.4% |
| 30D | +5.7% | +4.6% | +1.1% | +5.2% |
| 3M | +8.2% | +16.0% | -7.8% | +6.6% |
| 6M | +1.7% | +22.8% | -21.1% | -0.4% |
| YTD | +28.9% | +38.9% | -10.0% | +24.6% |
| 1Y | +22.7% | +34.1% | -11.3% | +19.0% |
| 3Y | +82.7% | +98.8% | -16.1% | +69.1% |
| 5Y | +26.4% | +246.8% | -220.4% | +10.4% |
| All | +62.8% | +179.3% | -116.5% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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