+25.2%
VZ vs PCG
-14.1%
+39.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +2.0% |
| 7D | +6.9% | +1.9% | +5.0% | +6.8% |
| 30D | +2.3% | +8.5% | -6.2% | +1.5% |
| 3M | 0.0% | -22.9% | +22.9% | +3.4% |
| 6M | +0.2% | -16.8% | +17.0% | +1.9% |
| YTD | +20.9% | -15.8% | +36.7% | +19.5% |
| 1Y | +25.2% | -16.0% | +41.2% | +23.4% |
| All | +25.2% | -14.1% | +39.3% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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