+65.5%
VZ vs CNH
+134.0%
-68.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.9% | -10.1% | -0.6% |
| 7D | +2.2% | +8.6% | -6.3% | +1.1% |
| 30D | +10.6% | +12.6% | -2.0% | +8.9% |
| 3M | -0.6% | +17.5% | -18.1% | -3.0% |
| 6M | +0.7% | +18.1% | -17.4% | -2.0% |
| YTD | +20.6% | +40.4% | -19.8% | +14.4% |
| 1Y | +22.7% | +34.0% | -11.3% | +17.0% |
| 3Y | +57.2% | +35.3% | +21.9% | +47.8% |
| 5Y | +21.4% | -5.1% | +26.5% | +17.6% |
| 10Y | +65.5% | +124.0% | -58.5% | +39.4% |
| All | +65.5% | +134.0% | -68.5% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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