+21.9%
VZ vs CAI
-5.3%
+27.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.9% |
| 7D | +2.2% | -20.3% | +22.6% | +1.2% |
| 30D | +10.6% | -13.9% | +24.5% | +9.9% |
| 3M | -0.6% | +12.4% | -13.1% | +0.2% |
| 6M | +0.7% | +58.3% | -57.6% | +3.9% |
| YTD | +20.6% | -5.2% | +25.8% | +20.1% |
| 1Y | +22.7% | -0.2% | +22.9% | +22.7% |
| All | +21.9% | -5.3% | +27.2% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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