+70.6%
VZ vs CLS
+1,742.7%
-1,672.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.5% |
| 7D | +2.4% | -13.9% | +16.2% | +2.4% |
| 30D | +11.2% | -38.2% | +49.4% | +11.5% |
| 3M | 0.0% | -28.8% | +28.8% | +0.1% |
| 6M | +1.3% | -40.4% | +41.7% | +1.5% |
| YTD | +21.3% | -24.3% | +45.5% | +20.6% |
| 1Y | +23.9% | -35.0% | +59.0% | +23.7% |
| 3Y | +57.7% | +778.7% | -721.0% | +29.8% |
| 5Y | +21.2% | +1,884.8% | -1,863.6% | -9.9% |
| 10Y | +70.6% | +1,761.1% | -1,690.5% | +14.2% |
| All | +70.6% | +1,742.7% | -1,672.2% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLS.
Daily Out/Under-Performance
Portfolio return minus CLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLS 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 CLS 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