+801.6%
VZ vs CB
+7,167.0%
-6,365.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +5.6% | +2.6% | +3.1% | +5.1% |
| 30D | +1.9% | +11.2% | -9.3% | -0.4% |
| 3M | +0.8% | +5.7% | -4.9% | -0.4% |
| 6M | +0.6% | +15.9% | -15.3% | -2.6% |
| YTD | +20.8% | +20.2% | +0.6% | +16.0% |
| 1Y | +23.9% | +32.4% | -8.5% | +16.6% |
| 3Y | +55.7% | +75.5% | -19.8% | +37.4% |
| 5Y | +21.5% | +105.5% | -83.9% | +3.1% |
| 10Y | +68.5% | +258.5% | -190.1% | +24.7% |
| All | +801.6% | +7,167.0% | -6,365.4% | +358.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling