+72.6%
VZ vs D
+48.0%
+24.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +1.5% | -1.4% | +2.8% | +2.0% |
| 30D | +4.4% | +7.7% | -3.4% | +1.6% |
| 3M | -2.4% | -0.3% | -2.1% | -2.3% |
| 6M | +1.4% | +10.1% | -8.6% | -2.4% |
| YTD | +21.4% | +19.1% | +2.3% | +13.3% |
| 1Y | +20.3% | +15.9% | +4.4% | +13.2% |
| 3Y | +57.4% | +75.0% | -17.6% | +25.4% |
| 5Y | +21.9% | +13.4% | +8.6% | +13.7% |
| All | +72.6% | +48.0% | +24.6% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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