+21.2%
VZ vs SE
-38.5%
+59.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.9% |
| 7D | +0.1% | -6.1% | +6.2% | -0.3% |
| 30D | +7.9% | -2.5% | +10.4% | +7.8% |
| 3M | +13.6% | +21.7% | -8.1% | +16.1% |
| 6M | +1.1% | +27.0% | -25.9% | +3.8% |
| YTD | +29.3% | -12.1% | +41.4% | +27.7% |
| 1Y | +21.2% | -40.9% | +62.2% | +17.4% |
| All | +21.2% | -38.5% | +59.7% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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