+84.3%
VZ vs ETN
+86.9%
-2.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.8% |
| 7D | +0.2% | +8.0% | -7.8% | +0.8% |
| 30D | +7.1% | -5.9% | +13.0% | +6.7% |
| 3M | +12.8% | +5.0% | +7.9% | +13.5% |
| 6M | +1.8% | +22.4% | -20.6% | +3.4% |
| YTD | +30.0% | +33.6% | -3.7% | +32.7% |
| 1Y | +24.3% | +22.1% | +2.2% | +26.4% |
| 3Y | +84.3% | +85.6% | -1.3% | +67.7% |
| All | +84.3% | +86.9% | -2.6% | +67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling