+57.3%
VZ vs CNH
+4.2%
+53.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | +0.3% |
| 7D | +5.6% | -0.4% | +6.0% | +5.7% |
| 30D | +1.9% | -15.2% | +17.1% | +3.5% |
| 3M | +0.8% | +4.3% | -3.5% | +0.2% |
| 6M | +0.6% | +10.1% | -9.4% | -0.8% |
| YTD | +20.8% | +23.2% | -2.4% | +17.4% |
| 1Y | +23.9% | +8.5% | +15.4% | +22.0% |
| All | +57.3% | +4.2% | +53.2% | +56.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling