+20.2%
VZ vs CPB
-31.3%
+51.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.3% | -0.6% |
| 7D | +2.1% | +8.0% | -5.8% | 0.0% |
| 30D | +1.4% | +22.4% | -21.0% | -4.1% |
| 3M | -1.3% | +2.5% | -3.8% | -2.4% |
| 6M | -0.5% | +12.2% | -12.7% | -4.4% |
| YTD | +19.6% | -12.8% | +32.5% | +23.1% |
| 1Y | +22.4% | -19.2% | +41.5% | +28.6% |
| 3Y | +55.9% | -35.6% | +91.4% | +73.6% |
| All | +20.2% | -31.3% | +51.5% | +24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling