+57.2%
VZ vs DTE
+55.3%
+1.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -0.2% |
| 7D | +2.2% | +1.8% | +0.4% | +1.4% |
| 30D | +10.6% | +9.0% | +1.6% | +6.8% |
| 3M | -0.6% | -0.2% | -0.4% | -0.6% |
| 6M | +0.7% | +0.1% | +0.7% | +0.7% |
| YTD | +20.6% | +10.0% | +10.6% | +16.0% |
| 1Y | +22.7% | +4.7% | +18.1% | +20.3% |
| 3Y | +57.2% | +55.7% | +1.6% | +42.5% |
| All | +57.2% | +55.3% | +1.9% | +42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling