+20.2%
VZ vs PDD
-1.2%
+21.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.9% |
| 7D | +2.1% | +5.6% | -3.5% | +2.1% |
| 30D | +1.4% | +5.8% | -4.4% | +1.4% |
| 3M | -1.3% | -8.6% | +7.3% | -1.2% |
| 6M | -0.5% | -18.8% | +18.3% | -0.5% |
| YTD | +19.6% | -26.8% | +46.4% | +19.7% |
| 1Y | +22.4% | -39.3% | +61.7% | +22.6% |
| 3Y | +55.9% | -22.5% | +78.4% | +55.5% |
| All | +20.2% | -1.2% | +21.4% | +20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling