+22.4%
VZ vs CSGP
-56.4%
+78.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.7% | +3.7% | -0.4% |
| 7D | +2.1% | +1.3% | +0.9% | +2.0% |
| 30D | +1.4% | +10.7% | -9.3% | +0.2% |
| 3M | -1.3% | +3.3% | -4.5% | -1.6% |
| 6M | -0.5% | -10.3% | +9.8% | -1.4% |
| YTD | +19.6% | -54.6% | +74.2% | +14.1% |
| 1Y | +22.4% | -54.6% | +77.0% | +17.0% |
| All | +22.4% | -56.4% | +78.8% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling