+927.7%
VZ vs PG
+4,676.4%
-3,748.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +0.9% | +0.6% | +0.4% | +0.7% |
| 30D | +6.9% | +10.5% | -3.6% | +3.1% |
| 3M | +0.6% | +17.4% | -16.8% | -5.2% |
| 6M | +0.3% | +18.4% | -18.1% | -5.9% |
| YTD | +21.9% | +20.7% | +1.2% | +13.4% |
| 1Y | +21.7% | +16.8% | +4.9% | +14.5% |
| 3Y | +58.5% | +20.1% | +38.4% | +46.9% |
| 5Y | +22.4% | +30.4% | -8.0% | +9.4% |
| 10Y | +71.4% | +163.7% | -92.2% | +18.1% |
| All | +927.7% | +4,676.4% | -3,748.7% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 PG 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