+25.2%
VZ vs SE
-48.0%
+73.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.5% | -2.4% | +2.4% |
| 7D | +6.9% | +6.7% | +0.3% | +7.4% |
| 30D | +2.3% | -17.2% | +19.5% | +0.9% |
| 3M | 0.0% | -28.0% | +28.1% | -2.1% |
| 6M | +0.2% | -6.1% | +6.4% | +1.0% |
| YTD | +20.9% | -37.1% | +58.0% | +16.0% |
| 1Y | +25.2% | -48.8% | +74.0% | +18.9% |
| All | +25.2% | -48.0% | +73.3% | +18.9% |
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