+370.0%
VZ vs DIA
+1,144.9%
-774.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.5% |
| 7D | +0.1% | -0.2% | +0.3% | +0.2% |
| 30D | +7.9% | -1.5% | +9.4% | +9.0% |
| 3M | +13.6% | +3.8% | +9.9% | +10.7% |
| 6M | +1.1% | +10.3% | -9.2% | -5.6% |
| YTD | +29.3% | +12.1% | +17.2% | +19.2% |
| 1Y | +21.2% | +18.6% | +2.6% | +7.5% |
| 3Y | +75.9% | +60.6% | +15.3% | +25.6% |
| 5Y | +24.1% | +64.4% | -40.3% | -13.8% |
| 10Y | +62.4% | +250.1% | -187.7% | -37.3% |
| All | +370.0% | +1,144.9% | -774.9% | -22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling