+57.7%
VZ vs PDD
-26.6%
+84.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.5% |
| 7D | +2.4% | -1.0% | +3.3% | +2.3% |
| 30D | +11.2% | -2.4% | +13.6% | +11.1% |
| 3M | 0.0% | -14.6% | +14.6% | -0.2% |
| 6M | +1.3% | -19.6% | +20.9% | +1.0% |
| YTD | +21.3% | -30.0% | +51.2% | +20.8% |
| 1Y | +23.9% | -42.5% | +66.5% | +23.1% |
| 3Y | +57.7% | -27.2% | +84.9% | +55.6% |
| All | +57.7% | -26.6% | +84.3% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 3y: compounded portfolio wealth divided by compounded PDD 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…
3y analysis · Full analysis span regression · 6 months rolling