+52.7%
VZ vs SE
+365.4%
-312.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.7% | +5.6% | 0.0% |
| 7D | +5.6% | -1.2% | +6.8% | +5.7% |
| 30D | +1.9% | -21.7% | +23.5% | +2.3% |
| 3M | +0.8% | -34.2% | +35.0% | +1.4% |
| 6M | +0.6% | -10.5% | +11.1% | +0.7% |
| YTD | +20.8% | -40.7% | +61.5% | +21.7% |
| 1Y | +23.9% | -52.1% | +76.0% | +25.4% |
| 3Y | +55.7% | +68.9% | -13.2% | +50.8% |
| 5Y | +21.5% | -78.9% | +100.4% | +23.6% |
| All | +52.7% | +365.4% | -312.7% | +30.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling