+25.5%
VZ vs CAPR
+84.7%
-59.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.9% |
| 7D | +0.1% | -2.0% | +2.1% | +0.1% |
| 30D | +7.9% | +139.2% | -131.3% | +7.7% |
| 3M | +13.6% | -66.4% | +80.0% | +13.7% |
| 6M | +1.1% | -63.1% | +64.2% | +1.1% |
| YTD | +29.3% | -67.4% | +96.7% | +29.3% |
| 1Y | +21.2% | +58.2% | -37.0% | +19.9% |
| 3Y | +75.9% | +42.2% | +33.7% | +70.8% |
| All | +25.5% | +84.7% | -59.2% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling