+60.5%
VZ vs CSGP
+45.2%
+15.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.6% |
| 7D | +0.1% | -4.1% | +4.1% | +0.5% |
| 30D | +7.9% | +2.3% | +5.6% | +7.6% |
| 3M | +13.6% | -8.2% | +21.8% | +14.3% |
| 6M | +1.1% | -35.1% | +36.2% | +4.6% |
| YTD | +29.3% | -54.0% | +83.3% | +37.7% |
| 1Y | +21.2% | -65.3% | +86.6% | +32.8% |
| 3Y | +75.9% | -62.6% | +138.5% | +89.2% |
| 5Y | +24.1% | -64.8% | +88.9% | +33.4% |
| All | +60.5% | +45.2% | +15.2% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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