+919.3%
VZ vs DIS
+1,715.6%
-796.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.2% | -2.1% | +1.0% |
| 7D | +6.9% | +9.1% | -2.2% | +4.6% |
| 30D | +2.3% | +14.8% | -12.5% | -1.3% |
| 3M | 0.0% | +21.2% | -21.1% | -4.9% |
| 6M | +0.2% | +18.3% | -18.1% | -4.2% |
| YTD | +20.9% | +5.4% | +15.5% | +18.5% |
| 1Y | +25.2% | +8.3% | +17.0% | +21.7% |
| 3Y | +55.9% | +44.2% | +11.6% | +37.4% |
| 5Y | +22.6% | -28.0% | +50.5% | +27.0% |
| 10Y | +68.6% | +39.6% | +29.0% | +38.4% |
| All | +919.3% | +1,715.6% | -796.3% | +256.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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