+113.4%
CSCO vs VZ
+25.6%
+87.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.9% |
| 7D | -1.1% | -1.2% | +0.1% | -0.9% |
| 30D | -10.8% | +5.7% | -16.5% | -11.5% |
| 3M | -9.2% | +8.2% | -17.5% | -10.3% |
| 6M | +39.5% | +1.7% | +37.8% | +39.3% |
| YTD | +41.5% | +28.9% | +12.7% | +34.9% |
| 1Y | +61.0% | +22.7% | +38.2% | +54.8% |
| 3Y | +105.2% | +82.7% | +22.5% | +75.8% |
| 5Y | +113.4% | +26.4% | +87.0% | +105.4% |
| All | +113.4% | +25.6% | +87.8% | +105.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling