+57.3%
VZ vs CB
+74.6%
-17.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +5.6% | +2.6% | +3.1% | +4.7% |
| 30D | +1.9% | +11.2% | -9.3% | -1.7% |
| 3M | +0.8% | +5.7% | -4.9% | -1.1% |
| 6M | +0.6% | +15.9% | -15.3% | -4.3% |
| YTD | +20.8% | +20.2% | +0.6% | +13.4% |
| 1Y | +23.9% | +32.4% | -8.5% | +13.0% |
| All | +57.3% | +74.6% | -17.3% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling