+79.2%
VZ vs DHI
+22.0%
+57.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -1.0% | -2.3% | +1.4% | -0.8% |
| 30D | +5.8% | -5.3% | +11.0% | +6.2% |
| 3M | +10.5% | -7.8% | +18.3% | +11.1% |
| 6M | +1.8% | -5.4% | +7.1% | +2.1% |
| YTD | +28.3% | -2.7% | +30.9% | +28.3% |
| 1Y | +22.0% | -21.0% | +42.9% | +23.7% |
| All | +79.2% | +22.0% | +57.2% | +67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling