+84.3%
VZ vs PBR
+98.1%
-13.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | +0.3% |
| 7D | +0.2% | +2.5% | -2.2% | 0.0% |
| 30D | +7.1% | +19.4% | -12.3% | +5.7% |
| 3M | +12.8% | +20.8% | -8.0% | +11.1% |
| 6M | +1.8% | +23.5% | -21.7% | -0.1% |
| YTD | +30.0% | +83.4% | -53.4% | +23.3% |
| 1Y | +24.3% | +77.6% | -53.2% | +18.1% |
| 3Y | +84.3% | +99.9% | -15.6% | +67.3% |
| All | +84.3% | +98.1% | -13.8% | +67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling