+325.6%
VZ vs CSGP
+3,520.0%
-3,194.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.0% | -2.0% | +1.6% |
| 7D | +6.9% | +18.3% | -11.4% | +5.0% |
| 30D | +2.3% | +17.8% | -15.5% | +0.3% |
| 3M | 0.0% | +9.3% | -9.2% | -1.2% |
| 6M | +0.2% | -7.9% | +8.2% | +0.6% |
| YTD | +20.9% | -51.5% | +72.4% | +28.7% |
| 1Y | +25.2% | -53.3% | +78.6% | +33.8% |
| 3Y | +55.9% | -57.9% | +113.8% | +66.7% |
| 5Y | +22.6% | -61.3% | +83.9% | +30.6% |
| 10Y | +68.6% | +77.5% | -8.9% | +50.5% |
| All | +325.6% | +3,520.0% | -3,194.4% | +190.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling