+25.5%
VZ vs CL
+28.4%
-2.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.3% |
| 7D | +0.1% | -2.2% | +2.3% | +1.0% |
| 30D | +7.9% | -4.8% | +12.7% | +10.1% |
| 3M | +13.6% | +4.9% | +8.7% | +11.2% |
| 6M | +1.1% | -5.7% | +6.8% | +3.3% |
| YTD | +29.3% | +14.4% | +14.9% | +21.7% |
| 1Y | +21.2% | +8.7% | +12.5% | +16.4% |
| 3Y | +75.9% | +30.0% | +45.9% | +56.3% |
| All | +25.5% | +28.4% | -2.9% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling