+25.5%
VZ vs DG
-35.0%
+60.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.7% |
| 6M | +1.1% | -11.3% | +12.4% | +1.9% |
| YTD | +29.3% | +1.8% | +27.5% | +28.6% |
| 1Y | +21.2% | +25.3% | -4.1% | +18.0% |
| 3Y | +75.9% | +9.1% | +66.8% | +69.2% |
| All | +25.5% | -35.0% | +60.5% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling