+65.9%
CSCO vs VZ
+22.6%
+43.3%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | 0.0% |
| 7D | 0.0% | -1.0% | +0.9% | -0.2% |
| 30D | -10.7% | +5.8% | -16.5% | -9.7% |
| 3M | -8.7% | +10.5% | -19.2% | -6.8% |
| 6M | +44.9% | +1.8% | +43.1% | +47.0% |
| YTD | +44.1% | +28.3% | +15.9% | +49.4% |
| 1Y | +65.9% | +22.0% | +43.9% | +70.6% |
| All | +65.9% | +22.6% | +43.3% | +70.6% |
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 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