+65.5%
VZ vs CAH
+427.0%
-361.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | +2.2% | +7.8% | -5.6% | +0.8% |
| 30D | +10.6% | +15.5% | -4.9% | +7.7% |
| 3M | -0.6% | +16.3% | -16.9% | -3.4% |
| 6M | +0.7% | +50.0% | -49.3% | -6.5% |
| YTD | +20.6% | +34.7% | -14.1% | +13.7% |
| 1Y | +22.7% | +35.9% | -13.2% | +15.4% |
| 3Y | +57.2% | +178.5% | -121.3% | +26.6% |
| 5Y | +21.4% | +515.7% | -494.3% | -18.0% |
| 10Y | +65.5% | +421.5% | -356.0% | +12.3% |
| All | +65.5% | +427.0% | -361.5% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 10y: compounded portfolio wealth divided by compounded CAH 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…
10y analysis · Full analysis span regression · 6 months rolling