+27.1%
VZ vs PBR
+552.2%
-525.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.3% |
| 7D | +0.9% | +5.4% | -4.4% | +0.6% |
| 30D | +7.7% | +22.9% | -15.1% | +6.4% |
| 3M | +9.7% | +19.6% | -10.0% | +8.4% |
| 6M | +3.1% | +16.5% | -13.4% | +2.0% |
| YTD | +30.5% | +86.7% | -56.2% | +25.2% |
| 1Y | +22.5% | +74.7% | -52.2% | +18.0% |
| 3Y | +82.4% | +102.6% | -20.2% | +73.1% |
| All | +27.1% | +552.2% | -525.0% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling