+64.9%
VZ vs DHI
+414.5%
-349.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.1% |
| 7D | +0.9% | -3.4% | +4.3% | +1.3% |
| 30D | +7.7% | -5.4% | +13.2% | +8.4% |
| 3M | +9.7% | -10.4% | +20.1% | +10.9% |
| 6M | +3.1% | -2.8% | +5.9% | +3.1% |
| YTD | +30.5% | -3.4% | +33.9% | +30.4% |
| 1Y | +22.5% | -22.9% | +45.4% | +25.5% |
| 3Y | +82.4% | +20.7% | +61.7% | +73.9% |
| 5Y | +28.0% | +62.1% | -34.1% | +15.0% |
| All | +64.9% | +414.5% | -349.6% | +29.6% |
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