+25.3%
VZ vs DTE
+34.5%
-9.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.6% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +7.9% | -2.6% | +10.5% | +9.1% |
| 3M | +13.6% | -3.9% | +17.6% | +15.6% |
| 6M | +1.1% | -7.9% | +9.0% | +4.5% |
| YTD | +29.3% | +7.2% | +22.1% | +25.3% |
| 1Y | +21.2% | +3.1% | +18.2% | +19.3% |
| 3Y | +75.9% | +47.6% | +28.3% | +48.0% |
| All | +25.3% | +34.5% | -9.2% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling