+55.9%
VZ vs CLS
+703.9%
-648.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.9% |
| 7D | +2.1% | -22.2% | +24.3% | +0.4% |
| 30D | +1.4% | -44.4% | +45.8% | -2.6% |
| 3M | -1.3% | -34.3% | +33.0% | -3.7% |
| 6M | -0.5% | -50.1% | +49.5% | -4.1% |
| YTD | +19.6% | -30.1% | +49.7% | +19.1% |
| 1Y | +22.4% | -39.3% | +61.7% | +21.2% |
| 3Y | +55.9% | +732.7% | -676.8% | +86.3% |
| All | +55.9% | +703.9% | -648.0% | +86.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling