+21.7%
VZ vs SE
-48.7%
+70.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | +0.9% | -1.5% | +2.4% | +0.8% |
| 30D | +6.9% | -22.3% | +29.3% | +5.1% |
| 3M | +0.6% | -41.8% | +42.5% | -2.9% |
| 6M | +0.3% | -22.4% | +22.7% | -0.3% |
| YTD | +21.9% | -41.6% | +63.5% | +16.6% |
| 1Y | +21.7% | -48.0% | +69.7% | +17.2% |
| All | +21.7% | -48.7% | +70.4% | +17.2% |
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