+55.9%
VZ vs EWT
+136.7%
-80.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.8% | -0.5% |
| 7D | +2.1% | -11.7% | +13.9% | +0.8% |
| 30D | +1.4% | -23.2% | +24.6% | -1.4% |
| 3M | -1.3% | -12.5% | +11.2% | -2.7% |
| 6M | -0.5% | -5.9% | +5.4% | -1.5% |
| YTD | +19.6% | +40.5% | -20.8% | +20.7% |
| 1Y | +22.4% | +43.7% | -21.4% | +23.4% |
| 3Y | +55.9% | +136.6% | -80.8% | +49.6% |
| All | +55.9% | +136.7% | -80.8% | +49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling