+67.1%
VZ vs DAL
+122.2%
-55.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.3% | +4.2% | +0.2% |
| 7D | +5.6% | +4.6% | +1.1% | +5.3% |
| 30D | +1.9% | +2.3% | -0.5% | +1.6% |
| 3M | +0.8% | -8.1% | +8.9% | +1.3% |
| 6M | +0.6% | +21.4% | -20.8% | -1.1% |
| YTD | +20.8% | +24.3% | -3.5% | +18.1% |
| 1Y | +23.9% | +47.4% | -23.4% | +19.4% |
| 3Y | +55.7% | +164.6% | -108.9% | +39.3% |
| 5Y | +21.5% | +100.2% | -78.7% | +10.3% |
| All | +67.1% | +122.2% | -55.1% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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