+990.1%
VZ vs DE
+14,847.5%
-13,857.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +0.1% | +10.0% | -9.9% | -1.8% |
| 30D | +7.9% | +13.3% | -5.4% | +5.2% |
| 3M | +13.6% | +17.5% | -3.9% | +9.8% |
| 6M | +1.1% | +13.6% | -12.5% | -1.9% |
| YTD | +29.3% | +49.8% | -20.5% | +18.5% |
| 1Y | +21.2% | +47.9% | -26.6% | +11.3% |
| 3Y | +75.9% | +72.5% | +3.4% | +54.9% |
| 5Y | +24.1% | +90.2% | -66.1% | +5.0% |
| 10Y | +62.4% | +865.4% | -803.0% | -4.6% |
| All | +990.1% | +14,847.5% | -13,857.4% | +275.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling