+57.3%
VZ vs CI
+2.7%
+54.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.1% |
| 7D | +5.6% | +1.0% | +4.6% | +5.4% |
| 30D | +1.9% | +9.9% | -8.0% | +0.1% |
| 3M | +0.8% | +12.1% | -11.3% | -1.3% |
| 6M | +0.6% | +10.6% | -10.0% | -1.3% |
| YTD | +20.8% | +11.4% | +9.4% | +18.0% |
| 1Y | +23.9% | +18.8% | +5.2% | +19.8% |
| All | +57.3% | +2.7% | +54.7% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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