+81.2%
DIVZ price history and return analytics
+85.3%
-4.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +0.4% |
| 7D | -0.5% | +0.4% | -0.8% | -0.7% |
| 30D | +2.1% | -2.6% | +4.7% | +3.6% |
| 3M | -0.5% | -3.2% | +2.7% | +1.2% |
| 6M | +3.8% | +0.9% | +2.8% | +2.8% |
| YTD | +6.3% | +11.3% | -5.0% | -0.9% |
| 1Y | +9.9% | +14.0% | -4.1% | +0.9% |
| 3Y | +58.2% | +75.8% | -17.7% | +10.4% |
| 5Y | +53.5% | +57.8% | -4.4% | +13.1% |
| All | +81.2% | +85.3% | -4.1% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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