+20.2%
VZ vs EW
-14.5%
+34.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.0% |
| 7D | +2.1% | +11.0% | -8.9% | +1.7% |
| 30D | +1.4% | +19.1% | -17.7% | +0.6% |
| 3M | -1.3% | +14.4% | -15.6% | -1.8% |
| 6M | -0.5% | +22.8% | -23.3% | -1.5% |
| YTD | +19.6% | +19.8% | -0.2% | +18.5% |
| 1Y | +22.4% | +23.9% | -1.5% | +21.0% |
| 3Y | +55.9% | +52.2% | +3.7% | +49.1% |
| All | +20.2% | -14.5% | +34.7% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 5y: compounded portfolio wealth divided by compounded EW 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…
5y analysis · Full analysis span regression · 6 months rolling