+21.5%
VZ vs PDD
-3.5%
+25.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.1% |
| 7D | +5.6% | +5.9% | -0.3% | +5.6% |
| 30D | +1.9% | +7.1% | -5.2% | +1.9% |
| 3M | +0.8% | -7.7% | +8.5% | +0.8% |
| 6M | +0.6% | -13.2% | +13.9% | +0.7% |
| YTD | +20.8% | -26.0% | +46.7% | +20.9% |
| 1Y | +23.9% | -38.4% | +62.4% | +24.1% |
| 3Y | +55.7% | -21.1% | +76.8% | +55.2% |
| 5Y | +21.5% | +0.3% | +21.2% | +22.1% |
| All | +21.5% | -3.5% | +25.0% | +22.1% |
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