+96.8%
VZ vs CNH
+28.6%
+68.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | +0.4% |
| 7D | +5.6% | -0.4% | +6.0% | +5.7% |
| 30D | +1.9% | -15.2% | +17.1% | +3.9% |
| 3M | +0.8% | +4.3% | -3.5% | 0.0% |
| 6M | +0.6% | +10.1% | -9.4% | -1.1% |
| YTD | +20.8% | +23.2% | -2.4% | +16.6% |
| 1Y | +23.9% | +8.5% | +15.4% | +21.5% |
| 3Y | +55.7% | +4.1% | +51.6% | +51.5% |
| 5Y | +21.5% | -17.8% | +39.4% | +20.0% |
| 10Y | +68.5% | +113.3% | -44.9% | +40.9% |
| All | +96.8% | +28.6% | +68.1% | +67.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling