+21.8%
VZ vs EW
-7.9%
+29.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.5% |
| 7D | +1.5% | +4.9% | -3.4% | +1.3% |
| 30D | +4.4% | +23.9% | -19.6% | +3.4% |
| 3M | -2.4% | +15.8% | -18.1% | -3.0% |
| 6M | +1.4% | +31.7% | -30.2% | +0.1% |
| YTD | +21.4% | +25.7% | -4.3% | +20.0% |
| 1Y | +20.3% | +24.4% | -4.2% | +19.0% |
| 3Y | +57.4% | +65.9% | -8.5% | +49.6% |
| All | +21.8% | -7.9% | +29.7% | +22.1% |
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