+686.1%
VZ vs DRI
+8,061.0%
-7,374.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | 0.0% |
| 7D | +5.6% | +3.7% | +1.9% | +5.0% |
| 30D | +1.9% | +13.5% | -11.6% | -0.1% |
| 3M | +0.8% | +10.4% | -9.6% | -0.9% |
| 6M | +0.6% | +19.5% | -18.9% | -2.3% |
| YTD | +20.8% | +28.2% | -7.4% | +15.7% |
| 1Y | +23.9% | +31.0% | -7.1% | +18.2% |
| 3Y | +55.7% | +67.1% | -11.4% | +41.6% |
| 5Y | +21.5% | +74.7% | -53.1% | +8.5% |
| 10Y | +68.5% | +376.2% | -307.7% | +19.0% |
| All | +686.1% | +8,061.0% | -7,374.9% | +241.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling