+21.2%
VZ vs SE
-77.3%
+98.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.5% |
| 7D | +2.4% | 0.0% | +2.3% | +2.4% |
| 30D | +11.2% | -19.4% | +30.6% | +11.2% |
| 3M | 0.0% | -33.1% | +33.1% | +0.1% |
| 6M | +1.3% | -11.4% | +12.7% | +1.3% |
| YTD | +21.3% | -39.8% | +61.1% | +21.5% |
| 1Y | +23.9% | -50.5% | +74.4% | +24.5% |
| 3Y | +57.7% | +68.9% | -11.2% | +53.5% |
| 5Y | +21.2% | -77.1% | +98.3% | +16.3% |
| All | +21.2% | -77.3% | +98.5% | +16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling