+720.5%
VZ vs PAAS
+955.7%
-235.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | -0.1% |
| 7D | +5.6% | -0.4% | +6.1% | +5.6% |
| 30D | +1.9% | -11.6% | +13.5% | +2.1% |
| 3M | +0.8% | -15.6% | +16.4% | +1.1% |
| 6M | +0.6% | -19.1% | +19.8% | +0.9% |
| YTD | +20.8% | -20.9% | +41.7% | +20.9% |
| 1Y | +23.9% | +21.3% | +2.6% | +22.3% |
| 3Y | +55.7% | +177.4% | -121.7% | +48.8% |
| 5Y | +21.5% | +71.3% | -49.8% | +17.1% |
| 10Y | +68.5% | +181.5% | -113.0% | +57.8% |
| All | +720.5% | +955.7% | -235.1% | +674.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling