+908.7%
VZ vs CAH
+16,621.8%
-15,713.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.2% |
| 7D | +2.1% | +8.5% | -6.3% | +0.6% |
| 30D | +1.4% | +17.0% | -15.7% | -1.5% |
| 3M | -1.3% | +14.6% | -15.9% | -3.8% |
| 6M | -0.5% | +42.5% | -43.1% | -6.9% |
| YTD | +19.6% | +33.5% | -13.8% | +12.9% |
| 1Y | +22.4% | +38.5% | -16.2% | +14.6% |
| 3Y | +55.9% | +179.0% | -123.1% | +26.7% |
| 5Y | +20.4% | +507.2% | -486.8% | -16.1% |
| 10Y | +66.9% | +448.9% | -382.1% | +13.5% |
| All | +908.7% | +16,621.8% | -15,713.1% | +315.1% |
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