+81.4%
VZ vs DHR
-7.0%
+88.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.8% |
| 7D | +0.1% | -3.9% | +4.0% | +0.4% |
| 30D | +7.9% | +4.0% | +3.9% | +7.5% |
| 3M | +13.6% | +11.5% | +2.2% | +12.6% |
| 6M | +1.1% | +1.9% | -0.8% | +1.0% |
| YTD | +29.3% | -8.9% | +38.2% | +30.7% |
| 1Y | +21.2% | +5.1% | +16.1% | +20.1% |
| All | +81.4% | -7.0% | +88.3% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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