+20.2%
VZ vs CL
+39.7%
-19.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.2% | 0.0% |
| 7D | +2.1% | +1.3% | +0.8% | +1.5% |
| 30D | +1.4% | +11.4% | -10.0% | -3.1% |
| 3M | -1.3% | +4.4% | -5.7% | -3.1% |
| 6M | -0.5% | +10.8% | -11.3% | -5.0% |
| YTD | +19.6% | +25.1% | -5.5% | +8.4% |
| 1Y | +22.4% | +28.0% | -5.6% | +9.8% |
| 3Y | +55.9% | +37.6% | +18.3% | +35.1% |
| All | +20.2% | +39.7% | -19.5% | +2.0% |
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