+24.4%
VZ vs DOW
-10.0%
+34.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.1% | +0.3% |
| 7D | +2.4% | -6.8% | +9.2% | +3.5% |
| 30D | +11.2% | +10.8% | +0.4% | +9.3% |
| 3M | 0.0% | +4.1% | -4.1% | -0.9% |
| 6M | +1.3% | -12.7% | +14.0% | +3.0% |
| YTD | +21.3% | +39.2% | -18.0% | +13.1% |
| 1Y | +23.9% | +49.5% | -25.5% | +14.0% |
| 3Y | +57.7% | -24.4% | +82.1% | +61.3% |
| 5Y | +21.2% | -29.6% | +50.8% | +24.5% |
| All | +24.4% | -10.0% | +34.4% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling