+26.4%
VZ vs DHI
+56.7%
-30.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.7% |
| 7D | -1.2% | -6.1% | +4.9% | -0.7% |
| 30D | +5.7% | -10.1% | +15.8% | +6.7% |
| 3M | +8.2% | -7.3% | +15.6% | +8.9% |
| 6M | +1.7% | -6.1% | +7.9% | +2.1% |
| YTD | +28.9% | -5.0% | +33.9% | +29.0% |
| 1Y | +22.7% | -22.1% | +44.9% | +24.9% |
| 3Y | +82.7% | +19.2% | +63.5% | +76.0% |
| 5Y | +26.4% | +59.4% | -33.0% | +10.2% |
| All | +26.4% | +56.7% | -30.3% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling