+70.6%
VZ vs CPB
-40.9%
+111.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.8% |
| 7D | +2.4% | +2.9% | -0.5% | +1.6% |
| 30D | +11.2% | +17.6% | -6.4% | +6.8% |
| 3M | 0.0% | +2.0% | -2.0% | -0.8% |
| 6M | +1.3% | +11.6% | -10.3% | -2.0% |
| YTD | +21.3% | -13.8% | +35.0% | +24.5% |
| 1Y | +23.9% | -21.6% | +45.5% | +30.2% |
| 3Y | +57.7% | -35.8% | +93.5% | +72.6% |
| 5Y | +21.2% | -33.3% | +54.5% | +30.6% |
| 10Y | +70.6% | -39.4% | +110.0% | +72.6% |
| All | +70.6% | -40.9% | +111.5% | +72.6% |
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