+21.4%
VZ vs DPZ
-28.0%
+49.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +2.2% | +3.7% | -1.4% | +1.8% |
| 30D | +10.6% | +8.0% | +2.6% | +9.6% |
| 3M | -0.6% | -4.2% | +3.6% | -0.3% |
| 6M | +0.7% | +4.6% | -3.8% | +0.1% |
| YTD | +20.6% | -18.4% | +39.0% | +22.6% |
| 1Y | +22.7% | -16.8% | +39.5% | +24.4% |
| 3Y | +57.2% | -5.0% | +62.3% | +56.0% |
| 5Y | +21.4% | -27.8% | +49.2% | +16.7% |
| All | +21.4% | -28.0% | +49.4% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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