+25.5%
VZ vs DOW
-37.6%
+63.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.1% | -0.5% |
| 7D | +0.1% | -2.4% | +2.5% | +0.4% |
| 30D | +7.9% | +0.4% | +7.5% | +7.7% |
| 3M | +13.6% | -14.4% | +28.0% | +15.6% |
| 6M | +1.1% | -7.0% | +8.1% | +1.1% |
| YTD | +29.3% | +30.2% | -0.9% | +23.1% |
| 1Y | +21.2% | +29.2% | -8.0% | +15.2% |
| 3Y | +75.9% | -36.7% | +112.6% | +89.6% |
| All | +25.5% | -37.6% | +63.0% | +33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling