+23.9%
VZ vs DRI
+31.8%
-7.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +2.4% | +4.2% | -1.9% | +1.5% |
| 30D | +11.2% | +15.7% | -4.5% | +8.2% |
| 3M | 0.0% | +5.8% | -5.8% | -1.5% |
| 6M | +1.3% | +18.4% | -17.1% | -2.1% |
| YTD | +21.3% | +28.2% | -6.9% | +15.4% |
| 1Y | +23.9% | +35.9% | -12.0% | +16.0% |
| All | +23.9% | +31.8% | -7.9% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling