+22.4%
VZ vs DOW
-27.1%
+49.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.3% |
| 7D | +0.9% | +3.7% | -2.7% | +0.5% |
| 30D | +6.9% | +16.3% | -9.3% | +4.9% |
| 3M | +0.6% | +9.7% | -9.1% | -0.7% |
| 6M | +0.3% | -14.1% | +14.4% | +1.8% |
| YTD | +21.9% | +46.6% | -24.7% | +14.3% |
| 1Y | +21.7% | +56.8% | -35.1% | +12.8% |
| 3Y | +58.5% | -20.4% | +78.9% | +64.2% |
| 5Y | +22.4% | -27.4% | +49.9% | +29.0% |
| All | +22.4% | -27.1% | +49.6% | +29.0% |
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