+57.3%
VZ vs SE
+64.7%
-7.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.7% | +5.6% | -0.3% |
| 7D | +5.6% | -1.2% | +6.8% | +5.6% |
| 30D | +1.9% | -21.7% | +23.5% | +0.9% |
| 3M | +0.8% | -34.2% | +35.0% | -0.8% |
| 6M | +0.6% | -10.5% | +11.1% | +0.6% |
| YTD | +20.8% | -40.7% | +61.5% | +18.9% |
| 1Y | +23.9% | -52.1% | +76.0% | +21.4% |
| All | +57.3% | +64.7% | -7.4% | +55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling