+55.9%
VZ vs DT
-9.2%
+65.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -1.0% |
| 7D | +2.1% | -24.7% | +26.8% | +1.0% |
| 30D | +1.4% | -27.4% | +28.7% | +0.1% |
| 3M | -1.3% | -11.1% | +9.9% | -2.0% |
| 6M | -0.5% | +13.7% | -14.2% | -0.4% |
| YTD | +19.6% | +0.2% | +19.4% | +19.6% |
| 1Y | +22.4% | -5.7% | +28.1% | +22.2% |
| 3Y | +55.9% | -8.1% | +64.0% | +53.3% |
| All | +55.9% | -9.2% | +65.1% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 3y: compounded portfolio wealth divided by compounded DT 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…
3y analysis · Full analysis span regression · 6 months rolling