+25.2%
VZ vs CAPR
+47.4%
-22.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.3% | -6.2% | +2.1% |
| 7D | +6.9% | +43.2% | -36.3% | +6.9% |
| 30D | +2.3% | +14.7% | -12.4% | +2.3% |
| 3M | 0.0% | +113.9% | -113.9% | +0.1% |
| 6M | +0.2% | -73.4% | +73.6% | +0.1% |
| YTD | +20.9% | -69.1% | +90.0% | +20.8% |
| 1Y | +25.2% | +47.2% | -22.0% | +25.0% |
| All | +25.2% | +47.4% | -22.2% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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