+918.2%
VZ vs PFE
+3,520.0%
-2,601.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.8% | +0.7% |
| 7D | +5.6% | -0.2% | +5.9% | +5.7% |
| 30D | +1.9% | +8.7% | -6.8% | -0.5% |
| 3M | +0.8% | +15.8% | -15.0% | -3.3% |
| 6M | +0.6% | +16.8% | -16.2% | -3.8% |
| YTD | +20.8% | +26.2% | -5.4% | +12.7% |
| 1Y | +23.9% | +29.9% | -6.0% | +14.6% |
| 3Y | +55.7% | +15.9% | +39.8% | +46.7% |
| 5Y | +21.5% | -20.6% | +42.2% | +25.1% |
| 10Y | +68.5% | +65.4% | +3.1% | +37.7% |
| All | +918.2% | +3,520.0% | -2,601.7% | +256.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling