+57.4%
VZ vs DE
+88.0%
-30.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +1.5% | +0.3% | +1.2% | +1.4% |
| 30D | +4.4% | +3.6% | +0.8% | +3.8% |
| 3M | -2.4% | +10.2% | -12.6% | -3.8% |
| 6M | +1.4% | +16.6% | -15.2% | -1.1% |
| YTD | +21.4% | +45.8% | -24.4% | +14.0% |
| 1Y | +20.3% | +43.9% | -23.6% | +13.1% |
| 3Y | +57.4% | +89.6% | -32.2% | +44.7% |
| All | +57.4% | +88.0% | -30.7% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling