+57.3%
VZ vs CPB
-35.1%
+92.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | +5.6% | +11.6% | -5.9% | +2.5% |
| 30D | +1.9% | +23.3% | -21.5% | -3.7% |
| 3M | +0.8% | +1.6% | -0.9% | -0.1% |
| 6M | +0.6% | +13.9% | -13.3% | -3.6% |
| YTD | +20.8% | -11.7% | +32.5% | +23.9% |
| 1Y | +23.9% | -18.2% | +42.2% | +30.0% |
| All | +57.3% | -35.1% | +92.5% | +81.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling