+20.4%
VZ vs CNC
-5.7%
+26.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.0% | +5.0% | -0.3% |
| 7D | +2.1% | +1.9% | +0.3% | +1.9% |
| 30D | +1.4% | +7.3% | -5.9% | +0.6% |
| 3M | -1.3% | +8.6% | -9.9% | -2.2% |
| 6M | -0.5% | +26.0% | -26.6% | -3.0% |
| YTD | +19.6% | +69.5% | -49.8% | +12.5% |
| 1Y | +22.4% | +88.0% | -65.6% | +13.6% |
| 3Y | +55.9% | -2.9% | +58.8% | +53.4% |
| All | +20.4% | -5.7% | +26.1% | +18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling