+57.3%
VZ vs CP
+28.7%
+28.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +5.6% | +6.1% | -0.5% | +4.9% |
| 30D | +1.9% | +9.8% | -7.9% | +0.8% |
| 3M | +0.8% | +2.7% | -2.0% | +0.4% |
| 6M | +0.6% | +12.8% | -12.2% | -0.7% |
| YTD | +20.8% | +28.2% | -7.4% | +18.0% |
| 1Y | +23.9% | +34.1% | -10.2% | +20.7% |
| All | +57.3% | +28.7% | +28.7% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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