+19,008.0%
CAT vs VZ
+937.4%
+18,070.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.8% | +6.4% | +6.9% |
| 7D | -2.4% | +2.2% | -4.6% | -3.2% |
| 30D | -25.0% | +10.6% | -35.6% | -27.8% |
| 3M | -28.7% | -0.6% | -28.1% | -29.1% |
| 6M | -33.0% | +0.7% | -33.7% | -34.2% |
| YTD | +5.4% | +20.6% | -15.2% | -3.4% |
| 1Y | +7.3% | +22.7% | -15.5% | -2.5% |
| 3Y | +166.0% | +57.2% | +108.8% | +117.7% |
| 5Y | +210.1% | +21.4% | +188.7% | +174.5% |
| 10Y | +712.5% | +65.5% | +647.0% | +541.4% |
| All | +19,008.0% | +937.4% | +18,070.6% | +8,032.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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