+919.3%
VZ vs PCAR
+13,042.4%
-12,123.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.0% | -2.0% | +1.1% |
| 7D | +6.9% | +3.7% | +3.3% | +6.1% |
| 30D | +2.3% | -2.9% | +5.2% | +3.0% |
| 3M | 0.0% | -21.7% | +21.7% | +5.7% |
| 6M | +0.2% | -6.6% | +6.9% | +1.4% |
| YTD | +20.9% | -2.2% | +23.1% | +20.7% |
| 1Y | +25.2% | +12.2% | +13.0% | +20.9% |
| 3Y | +55.9% | +36.5% | +19.3% | +41.6% |
| 5Y | +22.6% | +113.5% | -90.9% | -0.9% |
| 10Y | +68.6% | +319.4% | -250.8% | +12.9% |
| All | +919.3% | +13,042.4% | -12,123.0% | +179.7% |
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 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