+57.2%
VZ vs CHRW
+68.5%
-11.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.7% |
| 7D | +2.2% | +0.2% | +2.0% | +2.2% |
| 30D | +10.6% | -9.4% | +19.9% | +10.8% |
| 3M | -0.6% | -13.3% | +12.7% | -0.3% |
| 6M | +0.7% | -24.2% | +24.9% | +0.8% |
| YTD | +20.6% | -18.9% | +39.5% | +19.9% |
| 1Y | +22.7% | -12.4% | +35.1% | +21.5% |
| 3Y | +57.2% | +72.2% | -15.0% | +50.5% |
| All | +57.2% | +68.5% | -11.3% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling