+23.9%
VZ vs PCAR
+10.0%
+13.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.1% |
| 7D | +5.6% | +2.2% | +3.5% | +5.4% |
| 30D | +1.9% | -4.4% | +6.3% | +2.3% |
| 3M | +0.8% | -21.4% | +22.2% | +2.0% |
| 6M | +0.6% | -7.3% | +8.0% | +1.7% |
| YTD | +20.8% | -3.8% | +24.5% | +22.1% |
| 1Y | +23.9% | +6.3% | +17.6% | +23.7% |
| All | +23.9% | +10.0% | +13.9% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling