+21.2%
VZ vs PBR
+70.4%
-49.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.8% |
| 7D | +0.1% | +8.6% | -8.5% | -0.2% |
| 30D | +7.9% | +12.8% | -4.9% | +7.4% |
| 3M | +13.6% | +14.7% | -1.0% | +12.8% |
| 6M | +1.1% | +25.2% | -24.1% | +0.7% |
| YTD | +29.3% | +77.1% | -47.9% | +26.7% |
| 1Y | +21.2% | +69.6% | -48.3% | +18.8% |
| All | +21.2% | +70.4% | -49.1% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling