+59.9%
VZ vs DRI
+363.5%
-303.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +7.9% | +3.8% | +4.1% | +7.4% |
| 3M | +13.6% | +13.0% | +0.6% | +12.0% |
| 6M | +1.1% | +8.3% | -7.2% | 0.0% |
| YTD | +29.3% | +20.6% | +8.7% | +26.3% |
| 1Y | +21.2% | +6.5% | +14.8% | +20.0% |
| 3Y | +75.9% | +53.7% | +22.2% | +66.2% |
| 5Y | +24.1% | +72.7% | -48.6% | +14.9% |
| All | +59.9% | +363.5% | -303.6% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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