+23.3%
VZ vs CHD
+30.9%
-7.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | 0.0% |
| 7D | +2.2% | +0.8% | +1.5% | +1.9% |
| 30D | +10.6% | +13.5% | -2.9% | +4.8% |
| 3M | -0.6% | +8.1% | -8.8% | -3.9% |
| 6M | +0.7% | +19.9% | -19.1% | -6.9% |
| YTD | +20.6% | +34.0% | -13.4% | +5.2% |
| All | +23.3% | +30.9% | -7.7% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling