+25.3%
VZ vs CDE
+198.6%
-173.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -3.0% | -1.4% |
| 7D | -1.0% | -2.0% | +1.0% | -0.9% |
| 30D | +5.8% | +15.7% | -9.9% | +5.4% |
| 3M | +10.5% | +30.5% | -20.0% | +9.6% |
| 6M | +1.8% | -7.4% | +9.2% | +1.8% |
| YTD | +28.3% | +17.9% | +10.3% | +26.4% |
| 1Y | +22.0% | +46.7% | -24.8% | +18.6% |
| 3Y | +81.8% | +851.3% | -769.4% | +53.8% |
| 5Y | +25.3% | +202.9% | -177.6% | +11.0% |
| All | +25.3% | +198.6% | -173.3% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling