+21.7%
VZ vs DE
+43.3%
-21.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.1% |
| 7D | +0.9% | +2.3% | -1.4% | +0.6% |
| 30D | +6.9% | +4.4% | +2.5% | +6.3% |
| 3M | +0.6% | +9.8% | -9.2% | -0.4% |
| 6M | +0.3% | +15.8% | -15.5% | -1.3% |
| YTD | +21.9% | +47.0% | -25.1% | +16.8% |
| 1Y | +21.7% | +42.8% | -21.1% | +16.7% |
| All | +21.7% | +43.3% | -21.6% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling