+72.6%
VZ vs COR
+486.2%
-413.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.4% | -1.0% |
| 7D | +1.5% | +7.8% | -6.4% | -0.2% |
| 30D | +4.4% | +7.0% | -2.6% | +2.8% |
| 3M | -2.4% | +16.3% | -18.6% | -5.6% |
| 6M | +1.4% | +41.3% | -39.9% | -6.0% |
| YTD | +21.4% | +7.1% | +14.3% | +18.4% |
| 1Y | +20.3% | -0.8% | +21.1% | +19.3% |
| 3Y | +57.4% | +85.0% | -27.6% | +34.2% |
| 5Y | +21.9% | +203.9% | -181.9% | -7.9% |
| All | +72.6% | +486.2% | -413.6% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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