+374.7%
VZ vs ET
+1,312.4%
-937.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.2% | +0.3% |
| 7D | +2.4% | -1.9% | +4.2% | +2.6% |
| 30D | +11.2% | -3.1% | +14.3% | +11.5% |
| 3M | 0.0% | -3.9% | +3.9% | +0.4% |
| 6M | +1.3% | +4.0% | -2.7% | +0.7% |
| YTD | +21.3% | +26.4% | -5.1% | +17.9% |
| 1Y | +23.9% | +24.9% | -1.0% | +20.7% |
| 3Y | +57.7% | +85.2% | -27.5% | +45.9% |
| 5Y | +21.2% | +218.3% | -197.1% | +4.9% |
| 10Y | +70.6% | +172.0% | -101.4% | +43.9% |
| All | +374.7% | +1,312.4% | -937.7% | +128.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling