+72.6%
VZ vs ET
+160.8%
-88.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +1.5% | +2.5% | -1.1% | +1.2% |
| 30D | +4.4% | -2.5% | +6.8% | +4.6% |
| 3M | -2.4% | -4.9% | +2.5% | -1.9% |
| 6M | +1.4% | -0.1% | +1.5% | +1.3% |
| YTD | +21.4% | +26.2% | -4.8% | +18.4% |
| 1Y | +20.3% | +25.2% | -4.9% | +17.4% |
| 3Y | +57.4% | +84.2% | -26.8% | +46.6% |
| 5Y | +21.9% | +216.1% | -194.1% | +7.3% |
| All | +72.6% | +160.8% | -88.2% | +52.7% |
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