+84.3%
VZ vs ET
+96.2%
-11.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.2% | +0.4% | -0.2% | +0.2% |
| 30D | +7.1% | +6.9% | +0.3% | +6.3% |
| 3M | +12.8% | +13.1% | -0.3% | +11.2% |
| 6M | +1.8% | +18.7% | -16.9% | -0.1% |
| YTD | +30.0% | +37.4% | -7.5% | +25.9% |
| 1Y | +24.3% | +34.8% | -10.5% | +20.6% |
| 3Y | +84.3% | +96.8% | -12.5% | +55.0% |
| All | +84.3% | +96.2% | -11.9% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling