+22.3%
VZ vs PCAR
+118.9%
-96.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | +0.3% |
| 7D | +0.9% | +2.2% | -1.3% | +0.6% |
| 30D | +8.9% | +0.3% | +8.6% | +8.8% |
| 3M | +0.1% | -17.9% | +18.0% | +2.8% |
| 6M | +1.9% | -3.4% | +5.3% | +2.2% |
| YTD | +22.0% | -0.1% | +22.1% | +21.5% |
| 1Y | +22.1% | +13.4% | +8.7% | +19.1% |
| 3Y | +58.7% | +37.2% | +21.5% | +47.5% |
| 5Y | +22.3% | +117.3% | -95.0% | +2.7% |
| All | +22.3% | +118.9% | -96.5% | +2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling