+908.7%
VZ vs DHR
+63,020.5%
-62,111.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.7% | -1.3% |
| 7D | +2.1% | -0.9% | +3.0% | +2.3% |
| 30D | +1.4% | +5.4% | -4.0% | +0.1% |
| 3M | -1.3% | +15.3% | -16.6% | -4.6% |
| 6M | -0.5% | +32.1% | -32.7% | -7.2% |
| YTD | +19.6% | +1.2% | +18.5% | +17.9% |
| 1Y | +22.4% | +10.1% | +12.3% | +18.3% |
| 3Y | +55.9% | +19.9% | +36.0% | +45.3% |
| 5Y | +20.4% | -8.8% | +29.2% | +17.5% |
| 10Y | +66.9% | +255.3% | -188.4% | +16.6% |
| All | +908.7% | +63,020.5% | -62,111.8% | +157.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling