+21.8%
VZ vs EWT
+118.2%
-96.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +1.5% | +9.1% | -7.7% | +1.8% |
| 30D | +4.4% | -12.2% | +16.6% | +4.0% |
| 3M | -2.4% | -9.4% | +7.0% | -2.7% |
| 6M | +1.4% | +2.7% | -1.2% | +0.8% |
| YTD | +21.4% | +53.3% | -31.9% | +18.2% |
| 1Y | +20.3% | +59.2% | -38.9% | +16.8% |
| 3Y | +57.4% | +157.1% | -99.7% | +41.3% |
| All | +21.8% | +118.2% | -96.4% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling