+918.2%
VZ vs CI
+8,153.0%
-7,234.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | 0.0% |
| 3M | +0.8% | +12.1% | -11.3% | -1.5% |
| 6M | +0.6% | +10.6% | -10.0% | -1.6% |
| YTD | +20.8% | +11.4% | +9.4% | +17.7% |
| 1Y | +23.9% | +18.8% | +5.2% | +19.3% |
| 3Y | +55.7% | +2.9% | +52.8% | +51.6% |
| 5Y | +21.5% | +54.5% | -33.0% | +8.4% |
| 10Y | +68.5% | +175.7% | -107.3% | +29.0% |
| All | +918.2% | +8,153.0% | -7,234.7% | +230.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling