+25.5%
VZ vs PDD
-22.7%
+48.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -0.9% |
| 7D | +0.1% | -4.1% | +4.1% | +0.1% |
| 30D | +7.9% | -9.6% | +17.5% | +7.9% |
| 3M | +13.6% | -4.3% | +17.9% | +13.7% |
| 6M | +1.1% | -18.8% | +19.9% | +1.1% |
| YTD | +29.3% | -27.5% | +56.8% | +29.4% |
| 1Y | +21.2% | -33.6% | +54.9% | +21.4% |
| 3Y | +75.9% | -20.4% | +96.3% | +75.3% |
| All | +25.5% | -22.7% | +48.1% | +26.7% |
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