+57.4%
VZ vs CNI
+21.4%
+36.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +1.5% | +2.5% | -1.0% | +1.1% |
| 30D | +4.4% | +6.1% | -1.7% | +3.5% |
| 3M | -2.4% | +0.1% | -2.5% | -2.4% |
| 6M | +1.4% | +14.9% | -13.5% | -0.4% |
| YTD | +21.4% | +30.9% | -9.5% | +17.4% |
| 1Y | +20.3% | +33.9% | -13.6% | +15.9% |
| 3Y | +57.4% | +20.2% | +37.2% | +54.3% |
| All | +57.4% | +21.4% | +36.0% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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