+57.7%
VZ vs DD
+94.8%
-37.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.5% |
| 7D | +2.4% | +2.2% | +0.1% | +2.2% |
| 30D | +11.2% | +20.7% | -9.5% | +9.5% |
| 3M | 0.0% | +11.3% | -11.3% | -0.9% |
| 6M | +1.3% | +6.0% | -4.7% | +0.7% |
| YTD | +21.3% | +31.7% | -10.4% | +17.9% |
| 1Y | +23.9% | +32.2% | -8.3% | +20.4% |
| 3Y | +57.7% | +92.7% | -35.0% | +47.5% |
| All | +57.7% | +94.8% | -37.1% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DD.
Daily Out/Under-Performance
Portfolio return minus DD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DD 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 DD 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