+113.3%
VZ vs PBF
+294.5%
-181.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.7% | +8.7% | +2.4% |
| 7D | +6.9% | -0.9% | +7.8% | +6.9% |
| 30D | +2.3% | -13.7% | +16.0% | +2.9% |
| 3M | 0.0% | +10.6% | -10.6% | -0.7% |
| 6M | +0.2% | +61.2% | -60.9% | -2.7% |
| YTD | +20.9% | +172.7% | -151.8% | +13.8% |
| 1Y | +25.2% | +111.0% | -85.8% | +19.3% |
| 3Y | +55.9% | +73.6% | -17.7% | +48.0% |
| 5Y | +22.6% | +479.7% | -457.1% | +6.3% |
| 10Y | +68.6% | +312.9% | -244.3% | +36.2% |
| All | +113.3% | +294.5% | -181.3% | +66.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling