+65.5%
VZ vs EWT
+418.9%
-353.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.2% | -6.4% | +0.3% |
| 7D | +2.2% | -5.0% | +7.2% | +2.6% |
| 30D | +10.6% | -16.3% | +26.9% | +12.1% |
| 3M | -0.6% | -7.2% | +6.6% | -0.4% |
| 6M | +0.7% | -0.5% | +1.2% | -0.4% |
| YTD | +20.6% | +50.6% | -29.9% | +12.0% |
| 1Y | +22.7% | +54.8% | -32.1% | +13.4% |
| 3Y | +57.2% | +155.5% | -98.2% | +29.6% |
| 5Y | +21.4% | +116.4% | -95.0% | +2.9% |
| 10Y | +65.5% | +421.4% | -355.9% | +8.1% |
| All | +65.5% | +418.9% | -353.4% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 10y: compounded portfolio wealth divided by compounded EWT 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…
10y analysis · Full analysis span regression · 6 months rolling