+22.3%
VZ vs DIA
+58.3%
-36.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | +0.9% | -1.6% | +2.6% | +1.5% |
| 30D | +8.9% | +1.3% | +7.6% | +8.4% |
| 3M | +0.1% | -2.1% | +2.2% | +0.8% |
| 6M | +1.9% | +6.2% | -4.3% | -0.6% |
| YTD | +22.0% | +10.3% | +11.7% | +17.0% |
| 1Y | +22.1% | +11.0% | +11.1% | +16.8% |
| 3Y | +58.7% | +60.4% | -1.7% | +25.9% |
| 5Y | +22.3% | +59.1% | -36.8% | -5.0% |
| All | +22.3% | +58.3% | -36.0% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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