+21.5%
VZ vs CP
+27.2%
-5.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +5.6% | +6.1% | -0.5% | +4.6% |
| 30D | +1.9% | +9.8% | -7.9% | +0.3% |
| 3M | +0.8% | +2.7% | -2.0% | +0.3% |
| 6M | +0.6% | +12.8% | -12.2% | -1.4% |
| YTD | +20.8% | +28.2% | -7.4% | +15.9% |
| 1Y | +23.9% | +34.1% | -10.2% | +18.1% |
| 3Y | +55.7% | +28.9% | +26.8% | +47.1% |
| 5Y | +21.5% | +27.1% | -5.5% | +12.9% |
| All | +21.5% | +27.2% | -5.6% | +12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling