+990.1%
VZ vs CAH
+15,076.3%
-14,086.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +0.1% | +5.4% | -5.3% | -0.9% |
| 30D | +7.9% | +3.3% | +4.6% | +7.2% |
| 3M | +13.6% | +22.8% | -9.1% | +9.4% |
| 6M | +1.1% | +11.3% | -10.2% | -1.1% |
| YTD | +29.3% | +21.1% | +8.2% | +24.2% |
| 1Y | +21.2% | +67.2% | -46.0% | +9.3% |
| 3Y | +75.9% | +195.6% | -119.7% | +41.3% |
| 5Y | +24.1% | +413.8% | -389.8% | -10.8% |
| 10Y | +62.4% | +309.6% | -247.2% | +16.4% |
| All | +990.1% | +15,076.3% | -14,086.3% | +356.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling