+65.5%
VZ vs D
+42.6%
+23.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.4% |
| 7D | +2.1% | +3.0% | -0.8% | +1.0% |
| 30D | +1.4% | +11.5% | -10.1% | -2.6% |
| 3M | -1.3% | +3.7% | -5.0% | -2.6% |
| 6M | -0.5% | +13.5% | -14.1% | -5.4% |
| YTD | +19.6% | +20.7% | -1.1% | +11.1% |
| 1Y | +22.4% | +18.2% | +4.1% | +14.4% |
| 3Y | +55.9% | +73.3% | -17.4% | +24.7% |
| 5Y | +20.4% | +12.3% | +8.1% | +12.7% |
| All | +65.5% | +42.6% | +23.0% | +36.7% |
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