+916.9%
VZ vs DTE
+3,584.1%
-2,667.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.6% |
| 3M | -0.6% | -0.2% | -0.4% | -0.6% |
| 6M | +0.7% | +0.1% | +0.7% | +0.5% |
| YTD | +20.6% | +10.0% | +10.6% | +15.5% |
| 1Y | +22.7% | +4.7% | +18.1% | +19.9% |
| 3Y | +57.2% | +55.7% | +1.6% | +28.7% |
| 5Y | +21.4% | +45.1% | -23.7% | +1.5% |
| 10Y | +65.5% | +145.1% | -79.6% | +4.4% |
| All | +916.9% | +3,584.1% | -2,667.2% | +53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling