+22.4%
VZ vs PFE
-25.1%
+47.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.4% |
| 7D | +0.9% | -2.1% | +3.0% | +1.4% |
| 30D | +6.9% | +3.1% | +3.8% | +6.3% |
| 3M | +0.6% | +11.2% | -10.6% | -1.8% |
| 6M | +0.3% | +15.0% | -14.7% | -2.9% |
| YTD | +21.9% | +23.5% | -1.6% | +15.8% |
| 1Y | +21.7% | +18.9% | +2.8% | +16.6% |
| 3Y | +58.5% | +18.7% | +39.8% | +50.6% |
| 5Y | +22.4% | -24.0% | +46.5% | +26.6% |
| All | +22.4% | -25.1% | +47.5% | +26.6% |
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