+18.1%
VZ vs CPNG
-74.1%
+92.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.8% |
| 7D | +2.2% | +11.7% | -9.5% | +2.0% |
| 30D | +10.6% | +3.8% | +6.8% | +10.5% |
| 3M | -0.6% | +1.2% | -1.8% | -0.7% |
| 6M | +0.7% | -3.3% | +4.0% | +0.7% |
| YTD | +20.6% | -30.4% | +51.0% | +21.5% |
| 1Y | +22.7% | -43.1% | +65.9% | +24.4% |
| 3Y | +57.2% | +8.2% | +49.0% | +54.6% |
| 5Y | +21.4% | -44.7% | +66.1% | +18.5% |
| All | +18.1% | -74.1% | +92.3% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 CPNG 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