+21.5%
VZ vs DECK
+25.8%
-4.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | -0.1% |
| 7D | +5.6% | +6.0% | -0.4% | +5.4% |
| 30D | +1.9% | +7.4% | -5.6% | +1.6% |
| 3M | +0.8% | -11.7% | +12.4% | +1.2% |
| 6M | +0.6% | -11.0% | +11.6% | +1.0% |
| YTD | +20.8% | -15.4% | +36.1% | +21.1% |
| 1Y | +23.9% | +7.2% | +16.7% | +24.1% |
| 3Y | +55.7% | -11.8% | +67.5% | +53.7% |
| 5Y | +21.5% | +24.3% | -2.8% | +11.6% |
| All | +21.5% | +25.8% | -4.2% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling