+78.8%
VZ vs D
+56.9%
+21.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.5% |
| 7D | +0.1% | +0.4% | -0.4% | -0.1% |
| 30D | +7.9% | -3.6% | +11.5% | +9.0% |
| 3M | +13.6% | -1.0% | +14.6% | +13.9% |
| 6M | +1.1% | +6.3% | -5.2% | -1.0% |
| YTD | +29.3% | +14.7% | +14.6% | +23.5% |
| 1Y | +21.2% | +16.9% | +4.3% | +14.8% |
| All | +78.8% | +56.9% | +21.8% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling