+72.6%
VZ vs CL
+88.0%
-15.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.2% |
| 7D | +1.5% | +3.2% | -1.8% | 0.0% |
| 30D | +4.4% | +8.0% | -3.7% | +0.8% |
| 3M | -2.4% | +7.9% | -10.2% | -5.7% |
| 6M | +1.4% | +14.7% | -13.3% | -4.8% |
| YTD | +21.4% | +29.2% | -7.8% | +7.9% |
| 1Y | +20.3% | +29.5% | -9.3% | +6.7% |
| 3Y | +57.4% | +40.7% | +16.7% | +33.5% |
| 5Y | +21.9% | +43.9% | -21.9% | +1.5% |
| All | +72.6% | +88.0% | -15.4% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 10y: compounded portfolio wealth divided by compounded CL 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…
10y analysis · Full analysis span regression · 6 months rolling