+22.2%
VZ vs PBR
+76.4%
-54.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.3% |
| 7D | -1.0% | +0.3% | -1.3% | -1.0% |
| 30D | +5.8% | +17.5% | -11.8% | +5.1% |
| 3M | +10.5% | +20.9% | -10.4% | +9.4% |
| 6M | +1.8% | +20.2% | -18.5% | +1.3% |
| YTD | +28.3% | +84.3% | -56.0% | +25.2% |
| All | +22.2% | +76.4% | -54.2% | +19.2% |
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