+990.1%
VZ vs CHD
+10,220.8%
-9,230.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.9% |
| 7D | +0.1% | -2.7% | +2.8% | +0.6% |
| 30D | +7.9% | -4.6% | +12.5% | +8.9% |
| 3M | +13.6% | +5.0% | +8.6% | +12.5% |
| 6M | +1.1% | -3.2% | +4.3% | +1.6% |
| YTD | +29.3% | +18.6% | +10.6% | +24.7% |
| 1Y | +21.2% | +4.8% | +16.4% | +19.7% |
| 3Y | +75.9% | +6.1% | +69.8% | +72.7% |
| 5Y | +24.1% | +24.0% | +0.1% | +17.5% |
| 10Y | +62.4% | +124.5% | -62.1% | +36.0% |
| All | +990.1% | +10,220.8% | -9,230.8% | +453.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling