+22.4%
VZ vs DLR
+7.9%
+14.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | +2.1% | -3.6% | +5.7% | +2.2% |
| 30D | +1.4% | -3.5% | +4.8% | +1.5% |
| 3M | -1.3% | -8.9% | +7.7% | -0.7% |
| 6M | -0.5% | -11.6% | +11.0% | -0.7% |
| YTD | +19.6% | +14.9% | +4.7% | +23.4% |
| 1Y | +22.4% | +6.4% | +15.9% | +27.0% |
| All | +22.4% | +7.9% | +14.4% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 1y: compounded portfolio wealth divided by compounded DLR 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…
1y analysis · Full analysis span regression · 6 months rolling