+23.3%
VZ vs EWZ
+4.4%
+18.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.8% |
| 7D | +2.2% | +1.4% | +0.8% | +2.2% |
| 30D | +10.6% | -25.1% | +35.7% | +11.0% |
| 3M | -0.6% | -7.7% | +7.1% | +0.5% |
| 6M | +0.7% | -15.8% | +16.6% | +1.2% |
| YTD | +20.6% | +3.6% | +17.0% | +19.8% |
| All | +23.3% | +4.4% | +18.8% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 1y: compounded portfolio wealth divided by compounded EWZ 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…
1y analysis · Full analysis span regression · 6 months rolling