+70.6%
VZ vs CNC
+158.9%
-88.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.2% |
| 7D | +2.4% | +4.0% | -1.7% | +1.8% |
| 30D | +11.2% | +7.4% | +3.8% | +10.1% |
| 3M | 0.0% | +5.4% | -5.4% | -0.8% |
| 6M | +1.3% | +25.4% | -24.1% | -1.9% |
| YTD | +21.3% | +70.6% | -49.3% | +12.1% |
| 1Y | +23.9% | +104.9% | -81.0% | +11.7% |
| 3Y | +57.7% | -2.3% | +60.0% | +52.8% |
| 5Y | +21.2% | -6.5% | +27.7% | +17.2% |
| 10Y | +70.6% | +153.3% | -82.7% | +50.7% |
| All | +70.6% | +158.9% | -88.3% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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