+24.3%
VZ vs ETR
+26.8%
-2.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.6% | +0.4% |
| 7D | +0.2% | +1.4% | -1.2% | 0.0% |
| 30D | +7.1% | +1.9% | +5.3% | +6.8% |
| 3M | +12.8% | +1.0% | +11.8% | +12.9% |
| 6M | +1.8% | +4.8% | -3.0% | +2.3% |
| YTD | +30.0% | +19.5% | +10.4% | +31.3% |
| 1Y | +24.3% | +28.1% | -3.8% | +28.8% |
| All | +24.3% | +26.8% | -2.5% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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