+20.2%
VZ vs CB
+101.1%
-80.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.2% |
| 3M | -1.3% | +3.4% | -4.7% | -2.3% |
| 6M | -0.5% | +14.1% | -14.6% | -4.5% |
| YTD | +19.6% | +18.0% | +1.6% | +13.7% |
| 1Y | +22.4% | +30.1% | -7.8% | +13.2% |
| 3Y | +55.9% | +71.8% | -15.9% | +34.0% |
| All | +20.2% | +101.1% | -80.9% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling