+73.3%
VZ vs CB
+246.5%
-173.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +0.9% | 0.0% | +0.9% | +0.9% |
| 30D | +6.9% | +7.4% | -0.5% | +4.6% |
| 3M | +0.6% | +8.6% | -8.0% | -1.9% |
| 6M | +0.3% | +16.1% | -15.8% | -4.4% |
| YTD | +21.9% | +20.2% | +1.7% | +14.9% |
| 1Y | +21.7% | +27.2% | -5.5% | +12.8% |
| 3Y | +58.5% | +72.7% | -14.2% | +33.2% |
| 5Y | +22.4% | +105.9% | -83.5% | -3.6% |
| All | +73.3% | +246.5% | -173.2% | +16.9% |
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