+990.1%
VZ vs PCAR
+15,337.6%
-14,347.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +7.9% | -6.2% | +14.1% | +9.4% |
| 3M | +13.6% | +5.9% | +7.8% | +11.9% |
| 6M | +1.1% | +0.4% | +0.7% | +0.4% |
| YTD | +29.3% | +14.8% | +14.5% | +24.4% |
| 1Y | +21.2% | +30.1% | -8.9% | +13.1% |
| 3Y | +75.9% | +66.7% | +9.2% | +52.6% |
| 5Y | +24.1% | +166.1% | -142.0% | -4.7% |
| 10Y | +62.4% | +353.7% | -291.3% | +6.8% |
| All | +990.1% | +15,337.6% | -14,347.5% | +188.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling