+52.5%
VZ vs SE
+379.8%
-327.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.8% |
| 7D | +2.2% | +3.3% | -1.0% | +2.2% |
| 30D | +10.6% | -18.2% | +28.7% | +10.9% |
| 3M | -0.6% | -31.3% | +30.7% | 0.0% |
| 6M | +0.7% | -10.1% | +10.9% | +0.8% |
| YTD | +20.6% | -38.9% | +59.5% | +21.4% |
| 1Y | +22.7% | -48.0% | +70.7% | +24.0% |
| 3Y | +57.2% | +78.8% | -21.6% | +52.1% |
| 5Y | +21.4% | -77.1% | +98.5% | +23.2% |
| All | +52.5% | +379.8% | -327.2% | +30.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling