+23.3%
VZ vs IEF
-1.4%
+24.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +2.2% | +0.3% | +1.9% | +2.1% |
| 30D | +10.6% | +2.7% | +7.9% | +9.8% |
| 3M | -0.6% | -0.8% | +0.2% | -0.9% |
| 6M | +0.7% | -1.7% | +2.4% | +0.6% |
| YTD | +20.6% | -1.6% | +22.3% | +21.0% |
| All | +23.3% | -1.4% | +24.7% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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