+25.2%
VZ vs CHRW
-10.6%
+35.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.8% | +2.1% |
| 7D | +6.9% | +4.9% | +2.0% | +7.0% |
| 30D | +2.3% | -4.8% | +7.1% | +2.2% |
| 3M | 0.0% | -13.1% | +13.2% | -0.3% |
| 6M | +0.2% | -16.3% | +16.6% | -1.3% |
| YTD | +20.9% | -15.8% | +36.7% | +21.8% |
| 1Y | +25.2% | -11.1% | +36.4% | +26.7% |
| All | +25.2% | -10.6% | +35.8% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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