+84.3%
VZ vs CDE
+819.3%
-735.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.3% | +0.5% |
| 7D | +0.2% | +2.3% | -2.1% | +0.2% |
| 30D | +7.1% | +18.8% | -11.7% | +7.3% |
| 3M | +12.8% | +23.5% | -10.7% | +13.2% |
| 6M | +1.8% | -8.6% | +10.4% | +2.0% |
| YTD | +30.0% | +16.0% | +14.0% | +29.6% |
| 1Y | +24.3% | +42.1% | -17.7% | +23.5% |
| 3Y | +84.3% | +835.9% | -751.6% | +73.5% |
| All | +84.3% | +819.3% | -735.0% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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