+922.4%
VZ vs CMI
+15,992.3%
-15,069.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +1.0% |
| 7D | +2.4% | -9.3% | +11.7% | +4.1% |
| 30D | +11.2% | -13.2% | +24.4% | +13.8% |
| 3M | 0.0% | -28.2% | +28.2% | +5.8% |
| 6M | +1.3% | -32.7% | +34.0% | +7.8% |
| YTD | +21.3% | -10.1% | +31.4% | +21.4% |
| 1Y | +23.9% | -4.9% | +28.8% | +22.6% |
| 3Y | +57.7% | +120.4% | -62.7% | +30.9% |
| 5Y | +21.2% | +114.3% | -93.1% | 0.0% |
| 10Y | +70.6% | +324.8% | -254.2% | +20.0% |
| All | +922.4% | +15,992.3% | -15,069.9% | +217.8% |
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