+78.8%
VZ vs DG
+9.1%
+69.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.0% |
| 7D | +0.1% | +8.4% | -8.3% | -0.7% |
| 30D | +7.9% | +4.9% | +3.0% | +7.3% |
| 3M | +13.6% | +29.3% | -15.7% | +10.9% |
| 6M | +1.1% | -11.3% | +12.4% | +1.8% |
| YTD | +29.3% | +1.8% | +27.5% | +28.6% |
| 1Y | +21.2% | +25.3% | -4.1% | +18.1% |
| All | +78.8% | +9.1% | +69.7% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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