+22.7%
VZ vs ETN
+15.1%
+7.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +1.9% | +0.3% |
| 7D | -1.2% | +3.0% | -4.3% | -0.8% |
| 30D | +5.7% | -10.9% | +16.6% | +4.3% |
| 3M | +8.2% | +9.2% | -1.0% | +9.2% |
| 6M | +1.7% | +13.9% | -12.2% | +3.3% |
| YTD | +28.9% | +29.5% | -0.7% | +32.8% |
| 1Y | +22.7% | +14.2% | +8.5% | +26.5% |
| All | +22.7% | +15.1% | +7.7% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETN.
Daily Out/Under-Performance
Portfolio return minus ETN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETN 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 1y: compounded portfolio wealth divided by compounded ETN 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…
1y analysis · Full analysis span regression · 6 months rolling