+21.8%
VZ vs CIFR
-22.5%
+44.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.6% | -0.4% |
| 7D | +1.5% | +4.8% | -3.3% | +1.5% |
| 30D | +4.4% | -31.0% | +35.4% | +4.1% |
| 3M | -2.4% | -58.7% | +56.4% | -2.9% |
| 6M | +1.4% | -67.7% | +69.1% | +0.9% |
| YTD | +21.4% | -53.5% | +74.9% | +20.9% |
| 1Y | +20.3% | -54.1% | +74.3% | +19.8% |
| 3Y | +57.4% | +138.2% | -80.8% | +52.9% |
| All | +21.8% | -22.5% | +44.3% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 5y: compounded portfolio wealth divided by compounded CIFR 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…
5y analysis · Full analysis span regression · 6 months rolling