+65.5%
VZ vs CB
+248.0%
-182.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.8% | -0.4% |
| 7D | +2.1% | +0.2% | +1.9% | +2.1% |
| 30D | +1.4% | +9.1% | -7.7% | -1.3% |
| 3M | -1.3% | +3.4% | -4.7% | -2.3% |
| 6M | -0.5% | +14.1% | -14.6% | -4.6% |
| YTD | +19.6% | +18.0% | +1.6% | +13.5% |
| 1Y | +22.4% | +30.1% | -7.8% | +12.7% |
| 3Y | +55.9% | +71.8% | -15.9% | +31.2% |
| 5Y | +20.4% | +101.8% | -81.4% | -4.6% |
| All | +65.5% | +248.0% | -182.4% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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