+11.8%
CRM vs VZ
+83.7%
-71.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.7% | +2.0% |
| 7D | -4.4% | +0.9% | -5.4% | -4.4% |
| 30D | +28.1% | +7.7% | +20.4% | +28.6% |
| 3M | +48.8% | +9.7% | +39.2% | +49.1% |
| 6M | +28.3% | +3.1% | +25.2% | +27.8% |
| YTD | -6.0% | +30.5% | -36.5% | -4.2% |
| 1Y | +1.4% | +22.5% | -21.1% | +2.8% |
| 3Y | +11.8% | +82.4% | -70.5% | +7.1% |
| All | +11.8% | +83.7% | -71.8% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling