+71.6%
VZ vs DRI
+339.9%
-268.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +0.9% | -0.7% | +1.7% | +1.0% |
| 30D | +8.9% | +14.7% | -5.8% | +7.2% |
| 3M | +0.1% | +5.4% | -5.3% | -0.6% |
| 6M | +1.9% | +18.8% | -16.9% | -0.2% |
| YTD | +22.0% | +28.4% | -6.3% | +18.3% |
| 1Y | +22.1% | +37.7% | -15.5% | +17.5% |
| 3Y | +58.7% | +68.0% | -9.3% | +48.5% |
| 5Y | +22.3% | +78.8% | -56.5% | +12.8% |
| 10Y | +71.6% | +334.2% | -262.5% | +48.8% |
| All | +71.6% | +339.9% | -268.2% | +48.8% |
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