+21.5%
VZ vs PFE
-19.8%
+41.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.8% | +0.5% |
| 7D | +5.6% | -0.2% | +5.9% | +5.7% |
| 30D | +1.9% | +8.7% | -6.8% | 0.0% |
| 3M | +0.8% | +15.8% | -15.0% | -2.5% |
| 6M | +0.6% | +16.8% | -16.2% | -2.9% |
| YTD | +20.8% | +26.2% | -5.4% | +14.2% |
| 1Y | +23.9% | +29.9% | -6.0% | +16.4% |
| 3Y | +55.7% | +15.9% | +39.8% | +48.6% |
| 5Y | +21.5% | -20.6% | +42.2% | +25.0% |
| All | +21.5% | -19.8% | +41.3% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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