+990.1%
VZ vs CDE
-89.5%
+1,079.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.8% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | +7.9% | +21.9% | -14.0% | +7.3% |
| 3M | +13.6% | +14.9% | -1.3% | +13.0% |
| 6M | +1.1% | -10.5% | +11.6% | +1.0% |
| YTD | +29.3% | +19.3% | +10.0% | +27.9% |
| 1Y | +21.2% | +50.8% | -29.6% | +18.9% |
| 3Y | +75.9% | +782.3% | -706.4% | +62.1% |
| 5Y | +24.1% | +191.7% | -167.6% | +16.6% |
| 10Y | +62.4% | +57.6% | +4.8% | +50.2% |
| All | +990.1% | -89.5% | +1,079.6% | +851.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling