+35.6%
VZ vs DT
+103.5%
-67.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.8% |
| 7D | +0.1% | -3.3% | +3.4% | +0.2% |
| 30D | +7.9% | +2.0% | +5.9% | +7.8% |
| 3M | +13.6% | +20.0% | -6.4% | +13.0% |
| 6M | +1.1% | +39.3% | -38.2% | 0.0% |
| YTD | +29.3% | +19.8% | +9.5% | +28.5% |
| 1Y | +21.2% | +4.3% | +17.0% | +21.0% |
| 3Y | +75.9% | +7.7% | +68.2% | +74.4% |
| 5Y | +24.1% | -26.8% | +50.9% | +23.3% |
| All | +35.6% | +103.5% | -67.9% | +23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling