+63.9%
CSCO vs VZ
+21.5%
+42.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.4% |
| 7D | -0.7% | +0.1% | -0.7% | -0.6% |
| 30D | -10.1% | +7.9% | -18.0% | -8.8% |
| 3M | -15.7% | +13.6% | -29.3% | -13.5% |
| 6M | +36.3% | +1.1% | +35.2% | +38.2% |
| YTD | +43.8% | +29.3% | +14.5% | +49.2% |
| 1Y | +63.9% | +21.2% | +42.7% | +68.9% |
| All | +63.9% | +21.5% | +42.4% | +68.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling