+1,000.3%
VZ vs CMI
+19,626.5%
-18,626.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.1% |
| 7D | +0.9% | -0.7% | +1.7% | +1.1% |
| 30D | +7.7% | -12.4% | +20.1% | +10.3% |
| 3M | +9.7% | -14.8% | +24.4% | +12.3% |
| 6M | +3.1% | +0.8% | +2.3% | +1.8% |
| YTD | +30.5% | +10.2% | +20.3% | +26.3% |
| 1Y | +22.5% | +37.4% | -14.9% | +13.3% |
| 3Y | +82.4% | +153.3% | -70.9% | +48.1% |
| 5Y | +28.0% | +167.6% | -139.6% | +1.6% |
| 10Y | +67.3% | +514.4% | -447.1% | +10.0% |
| All | +1,000.3% | +19,626.5% | -18,626.2% | +230.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 all: compounded portfolio wealth divided by compounded CMI 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…
all analysis · Full analysis span regression · 6 months rolling