+21.5%
VZ vs CB
+107.2%
-85.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +5.6% | +2.6% | +3.1% | +4.8% |
| 30D | +1.9% | +11.2% | -9.3% | -1.3% |
| 3M | +0.8% | +5.7% | -4.9% | -0.9% |
| 6M | +0.6% | +15.9% | -15.3% | -3.8% |
| YTD | +20.8% | +20.2% | +0.6% | +14.2% |
| 1Y | +23.9% | +32.4% | -8.5% | +14.0% |
| 3Y | +55.7% | +75.5% | -19.8% | +33.0% |
| 5Y | +21.5% | +105.5% | -83.9% | -0.8% |
| All | +21.5% | +107.2% | -85.6% | -0.8% |
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 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