+78.8%
VZ vs PAAS
+236.3%
-157.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.9% |
| 7D | +0.1% | -2.9% | +3.0% | +0.1% |
| 30D | +7.9% | +6.8% | +1.1% | +7.9% |
| 3M | +13.6% | -2.9% | +16.5% | +13.7% |
| 6M | +1.1% | -16.4% | +17.5% | +1.2% |
| YTD | +29.3% | 0.0% | +29.3% | +28.5% |
| 1Y | +21.2% | +54.3% | -33.1% | +18.4% |
| All | +78.8% | +236.3% | -157.5% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 3y: compounded portfolio wealth divided by compounded PAAS 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…
3y analysis · Full analysis span regression · 6 months rolling