+25.2%
VZ vs DTE
+5.6%
+19.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.4% | +1.0% |
| 7D | +6.9% | +4.2% | +2.7% | +5.1% |
| 30D | +2.3% | +10.0% | -7.7% | -1.5% |
| 3M | 0.0% | -2.1% | +2.1% | +0.9% |
| 6M | +0.2% | -4.7% | +4.9% | +2.4% |
| YTD | +20.9% | +9.3% | +11.6% | +20.5% |
| 1Y | +25.2% | +6.6% | +18.6% | +25.1% |
| All | +25.2% | +5.6% | +19.7% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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