+22.3%
VZ vs PBF
+420.6%
-398.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.8% | -5.2% | +0.5% |
| 7D | +0.9% | -4.0% | +4.9% | +1.0% |
| 30D | +8.9% | -18.0% | +26.9% | +9.4% |
| 3M | +0.1% | +0.9% | -0.8% | 0.0% |
| 6M | +1.9% | +65.7% | -63.8% | +0.3% |
| YTD | +22.0% | +161.9% | -139.8% | +18.4% |
| 1Y | +22.1% | +77.8% | -55.7% | +19.5% |
| 3Y | +58.7% | +74.9% | -16.2% | +54.5% |
| 5Y | +22.3% | +423.4% | -401.1% | +16.0% |
| All | +22.3% | +420.6% | -398.3% | +16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling