+67.1%
VZ vs PCAR
+306.0%
-238.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.2% |
| 7D | +5.6% | +2.2% | +3.5% | +5.2% |
| 30D | +1.9% | -4.4% | +6.3% | +2.7% |
| 3M | +0.8% | -21.4% | +22.2% | +5.3% |
| 6M | +0.6% | -7.3% | +8.0% | +1.7% |
| YTD | +20.8% | -3.8% | +24.5% | +20.9% |
| 1Y | +23.9% | +6.3% | +17.6% | +21.5% |
| 3Y | +55.7% | +34.4% | +21.3% | +43.1% |
| 5Y | +21.5% | +109.2% | -87.7% | -0.1% |
| All | +67.1% | +306.0% | -238.9% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 10y: compounded portfolio wealth divided by compounded PCAR 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…
10y analysis · Full analysis span regression · 6 months rolling