+25.5%
VZ vs DRI
+72.9%
-47.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +19.9% |
| 3Y | +75.9% | +53.7% | +22.2% | +66.8% |
| All | +25.5% | +72.9% | -47.4% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling