+24.1%
VZ vs CIFR
+78.3%
-54.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -0.9% |
| 7D | +0.1% | +16.9% | -16.9% | +0.2% |
| 30D | +7.9% | -5.2% | +13.1% | +7.9% |
| 3M | +13.6% | -30.6% | +44.2% | +13.6% |
| 6M | +1.1% | +10.6% | -9.5% | +1.2% |
| YTD | +29.3% | +20.2% | +9.1% | +29.3% |
| 1Y | +21.2% | +139.7% | -118.5% | +20.8% |
| 3Y | +75.9% | +489.4% | -413.5% | +70.7% |
| 5Y | +24.1% | +54.4% | -30.3% | +19.1% |
| All | +24.1% | +78.3% | -54.2% | +15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling