+22.6%
VZ vs DOC
-22.8%
+45.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.1% | +1.3% |
| 7D | +6.9% | +8.7% | -1.8% | +4.8% |
| 30D | +2.3% | +7.6% | -5.4% | +0.4% |
| 3M | 0.0% | -5.3% | +5.3% | +1.1% |
| 6M | +0.2% | +27.6% | -27.4% | -6.0% |
| YTD | +20.9% | +32.4% | -11.5% | +11.7% |
| 1Y | +25.2% | +22.9% | +2.4% | +18.1% |
| 3Y | +55.9% | +43.1% | +12.8% | +38.6% |
| 5Y | +22.6% | -21.4% | +44.0% | +32.8% |
| All | +22.6% | -22.8% | +45.4% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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