+918.2%
VZ vs CPB
+366.5%
+551.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | +5.6% | +11.6% | -5.9% | +2.2% |
| 30D | +1.9% | +23.3% | -21.5% | -4.4% |
| 3M | +0.8% | +1.6% | -0.9% | -0.2% |
| 6M | +0.6% | +13.9% | -13.3% | -4.0% |
| YTD | +20.8% | -11.7% | +32.5% | +23.7% |
| 1Y | +23.9% | -18.2% | +42.2% | +29.8% |
| 3Y | +55.7% | -35.2% | +90.9% | +72.7% |
| 5Y | +21.5% | -30.5% | +52.1% | +30.5% |
| 10Y | +68.5% | -37.1% | +105.6% | +78.0% |
| All | +918.2% | +366.5% | +551.7% | +415.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling