+57.3%
VZ vs DAR
+13.0%
+44.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | -0.1% |
| 7D | +5.6% | -8.1% | +13.7% | +5.8% |
| 30D | +1.9% | -17.1% | +19.0% | +2.3% |
| 3M | +0.8% | -12.3% | +13.1% | +1.1% |
| 6M | +0.6% | -21.8% | +22.4% | +1.2% |
| YTD | +20.8% | +40.8% | -20.1% | +19.8% |
| 1Y | +23.9% | +57.4% | -33.4% | +22.7% |
| All | +57.3% | +13.0% | +44.4% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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