+72.6%
VZ vs DHI
+494.1%
-421.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | +1.5% | -4.1% | +5.6% | +2.0% |
| 30D | +4.4% | +9.3% | -4.9% | +3.2% |
| 3M | -2.4% | -2.6% | +0.2% | -2.2% |
| 6M | +1.4% | +4.1% | -2.7% | +0.6% |
| YTD | +21.4% | +2.3% | +19.1% | +20.3% |
| 1Y | +20.3% | +2.7% | +17.5% | +19.0% |
| 3Y | +57.4% | +23.2% | +34.2% | +49.7% |
| 5Y | +21.9% | +57.3% | -35.4% | +10.0% |
| All | +72.6% | +494.1% | -421.5% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling