+24.3%
VZ vs CAH
+62.3%
-38.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.5% |
| 7D | +0.2% | +0.5% | -0.3% | +0.2% |
| 30D | +7.1% | +1.7% | +5.4% | +7.1% |
| 3M | +12.8% | +17.9% | -5.0% | +13.6% |
| 6M | +1.8% | +10.9% | -9.1% | +2.3% |
| YTD | +30.0% | +17.9% | +12.1% | +31.2% |
| 1Y | +24.3% | +61.7% | -37.4% | +27.4% |
| All | +24.3% | +62.3% | -38.0% | +27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling