+73.3%
VZ vs CPB
-40.8%
+114.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.2% |
| 7D | +0.9% | -5.8% | +6.7% | +2.4% |
| 30D | +6.9% | +16.5% | -9.5% | +3.0% |
| 3M | +0.6% | -1.1% | +1.7% | +0.5% |
| 6M | +0.3% | +11.5% | -11.2% | -2.9% |
| YTD | +21.9% | -15.7% | +37.6% | +25.9% |
| 1Y | +21.7% | -24.7% | +46.4% | +29.1% |
| 3Y | +58.5% | -37.3% | +95.8% | +74.5% |
| 5Y | +22.4% | -35.0% | +57.5% | +32.8% |
| All | +73.3% | -40.8% | +114.1% | +75.9% |
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