+65.5%
VZ vs PBF
+299.9%
-234.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | +0.6% |
| 7D | +2.2% | -7.4% | +9.6% | +2.6% |
| 30D | +10.6% | -17.5% | +28.1% | +11.5% |
| 3M | -0.6% | +13.1% | -13.7% | -1.4% |
| 6M | +0.7% | +72.6% | -71.9% | -2.4% |
| YTD | +20.6% | +161.2% | -140.6% | +14.0% |
| 1Y | +22.7% | +93.3% | -70.6% | +17.6% |
| 3Y | +57.2% | +80.7% | -23.4% | +49.2% |
| 5Y | +21.4% | +396.1% | -374.7% | +6.4% |
| 10Y | +65.5% | +252.3% | -186.8% | +35.8% |
| All | +65.5% | +299.9% | -234.4% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 10y: compounded portfolio wealth divided by compounded PBF 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…
10y analysis · Full analysis span regression · 6 months rolling