+279.7%
VZ vs CNC
+5,826.8%
-5,547.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +0.9% | -7.3% | +8.2% | +1.8% |
| 30D | +8.9% | +5.2% | +3.8% | +8.2% |
| 3M | +0.1% | +8.6% | -8.5% | -1.0% |
| 6M | +1.9% | +25.1% | -23.1% | -1.1% |
| YTD | +22.0% | +71.3% | -49.3% | +13.3% |
| 1Y | +22.1% | +99.3% | -77.2% | +11.3% |
| 3Y | +58.7% | -1.9% | +60.6% | +53.1% |
| 5Y | +22.3% | -6.4% | +28.7% | +17.8% |
| 10Y | +71.6% | +178.1% | -106.5% | +41.9% |
| All | +279.7% | +5,826.8% | -5,547.1% | +112.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling