+22.8%
VZ vs DOW
-10.2%
+33.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.7% |
| 7D | +2.1% | -9.5% | +11.7% | +3.7% |
| 30D | +1.4% | +13.1% | -11.7% | -0.6% |
| 3M | -1.3% | +4.8% | -6.1% | -2.2% |
| 6M | -0.5% | -16.7% | +16.1% | +1.9% |
| YTD | +19.6% | +38.9% | -19.2% | +11.7% |
| 1Y | +22.4% | +48.3% | -25.9% | +12.8% |
| 3Y | +55.9% | -24.4% | +80.2% | +59.4% |
| 5Y | +20.4% | -29.2% | +49.6% | +23.6% |
| All | +22.8% | -10.2% | +33.0% | +7.1% |
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