+25.5%
VZ vs PFE
-21.1%
+46.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.6% |
| 7D | +0.1% | +1.8% | -1.7% | -0.3% |
| 30D | +7.9% | +10.2% | -2.3% | +5.6% |
| 3M | +13.6% | +12.7% | +1.0% | +10.7% |
| 6M | +1.1% | +10.5% | -9.4% | -1.3% |
| YTD | +29.3% | +20.2% | +9.1% | +23.8% |
| 1Y | +21.2% | +24.1% | -2.8% | +15.2% |
| 3Y | +75.9% | -3.6% | +79.5% | +74.3% |
| All | +25.5% | -21.1% | +46.6% | +26.2% |
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