+25.5%
VZ vs COR
+184.0%
-158.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.5% |
| 7D | +0.1% | +2.8% | -2.7% | -0.5% |
| 30D | +7.9% | +4.5% | +3.4% | +6.9% |
| 3M | +13.6% | +22.7% | -9.0% | +9.1% |
| 6M | +1.1% | -9.7% | +10.8% | +2.9% |
| YTD | +29.3% | -1.4% | +30.7% | +28.6% |
| 1Y | +21.2% | +13.9% | +7.3% | +15.7% |
| 3Y | +75.9% | +94.0% | -18.1% | +44.0% |
| All | +25.5% | +184.0% | -158.6% | -9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling