+73.3%
VZ vs DE
+768.7%
-695.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.2% |
| 7D | +0.9% | +2.3% | -1.4% | +0.5% |
| 30D | +6.9% | +4.4% | +2.5% | +6.1% |
| 3M | +0.6% | +9.8% | -9.2% | -1.1% |
| 6M | +0.3% | +15.8% | -15.5% | -2.6% |
| YTD | +21.9% | +47.0% | -25.1% | +13.0% |
| 1Y | +21.7% | +42.8% | -21.1% | +13.3% |
| 3Y | +58.5% | +88.9% | -30.4% | +39.0% |
| 5Y | +22.4% | +101.9% | -79.4% | +4.1% |
| All | +73.3% | +768.7% | -695.4% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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