+25,808.1%
CAT vs VZ
+1,012.0%
+24,796.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.0% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | -6.6% | +7.9% | -14.5% | -9.1% |
| 3M | -13.3% | +13.6% | -26.9% | -17.7% |
| 6M | +11.6% | +1.1% | +10.5% | +10.2% |
| YTD | +42.9% | +29.3% | +13.7% | +28.7% |
| 1Y | +95.4% | +21.2% | +74.2% | +79.7% |
| 3Y | +196.6% | +75.9% | +120.7% | +134.3% |
| 5Y | +321.7% | +24.1% | +297.6% | +273.4% |
| 10Y | +1,140.8% | +62.4% | +1,078.4% | +893.2% |
| All | +25,808.1% | +1,012.0% | +24,796.1% | +10,739.6% |
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