+57.4%
VZ vs DHR
+21.0%
+36.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +1.5% | +1.2% | +0.3% | +1.4% |
| 30D | +4.4% | +3.7% | +0.7% | +4.1% |
| 3M | -2.4% | +14.5% | -16.9% | -3.3% |
| 6M | +1.4% | +40.9% | -39.5% | -1.4% |
| YTD | +21.4% | +2.4% | +19.0% | +21.7% |
| 1Y | +20.3% | +6.1% | +14.2% | +20.0% |
| 3Y | +57.4% | +21.0% | +36.4% | +53.8% |
| All | +57.4% | +21.0% | +36.4% | +53.8% |
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