+23.3%
VZ vs CRS
-7.4%
+30.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.7% | -8.9% | +1.2% |
| 7D | +2.2% | +4.9% | -2.7% | +2.4% |
| 30D | +10.6% | -20.8% | +31.4% | +9.6% |
| 3M | -0.6% | -46.4% | +45.8% | -2.1% |
| 6M | +0.7% | -28.6% | +29.3% | -1.8% |
| YTD | +20.6% | -2.8% | +23.4% | +15.1% |
| All | +23.3% | -7.4% | +30.7% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 1y: compounded portfolio wealth divided by compounded CRS 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…
1y analysis · Full analysis span regression · 6 months rolling