+60.5%
VZ vs CPB
-47.3%
+107.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.1% |
| 7D | +0.1% | -8.6% | +8.7% | +2.2% |
| 30D | +7.9% | -7.2% | +15.1% | +9.7% |
| 3M | +13.6% | +0.9% | +12.8% | +13.0% |
| 6M | +1.1% | -11.8% | +12.9% | +3.6% |
| YTD | +29.3% | -19.4% | +48.7% | +35.3% |
| 1Y | +21.2% | -30.4% | +51.6% | +31.2% |
| 3Y | +75.9% | -40.2% | +116.0% | +96.1% |
| 5Y | +24.1% | -39.5% | +63.6% | +37.1% |
| All | +60.5% | -47.3% | +107.8% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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