+21.4%
VZ vs PAAS
+76.1%
-54.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.7% |
| 7D | +2.2% | +8.8% | -6.6% | +2.0% |
| 30D | +10.6% | -8.5% | +19.0% | +10.8% |
| 3M | -0.6% | -17.0% | +16.4% | -0.2% |
| 6M | +0.7% | -27.9% | +28.6% | +1.6% |
| YTD | +20.6% | -17.5% | +38.1% | +19.9% |
| 1Y | +22.7% | +22.8% | -0.1% | +18.7% |
| 3Y | +57.2% | +224.2% | -167.0% | +36.1% |
| 5Y | +21.4% | +73.6% | -52.3% | +7.4% |
| All | +21.4% | +76.1% | -54.7% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling