+71.6%
VZ vs PBF
+261.5%
-189.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.8% | -5.2% | +0.4% |
| 7D | +0.9% | -4.0% | +4.9% | +1.1% |
| 30D | +8.9% | -18.0% | +26.9% | +9.8% |
| 3M | +0.1% | +0.9% | -0.8% | -0.2% |
| 6M | +1.9% | +65.7% | -63.8% | -1.1% |
| YTD | +22.0% | +161.9% | -139.8% | +15.3% |
| 1Y | +22.1% | +77.8% | -55.7% | +17.5% |
| 3Y | +58.7% | +74.9% | -16.2% | +50.8% |
| 5Y | +22.3% | +423.4% | -401.1% | +6.9% |
| 10Y | +71.6% | +255.2% | -183.5% | +41.7% |
| All | +71.6% | +261.5% | -189.8% | +41.7% |
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