+995.9%
VZ vs PGR
+41,975.3%
-40,979.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.4% | +1.0% |
| 7D | +0.2% | -2.6% | +2.8% | +0.8% |
| 30D | +7.1% | -0.2% | +7.3% | +7.1% |
| 3M | +12.8% | +7.4% | +5.5% | +10.6% |
| 6M | +1.8% | +2.1% | -0.3% | +0.9% |
| YTD | +30.0% | +0.5% | +29.5% | +29.2% |
| 1Y | +24.3% | -6.9% | +31.3% | +25.7% |
| 3Y | +84.3% | +73.2% | +11.1% | +59.3% |
| 5Y | +25.9% | +154.8% | -128.8% | -2.6% |
| 10Y | +61.1% | +786.4% | -725.3% | -9.5% |
| All | +995.9% | +41,975.3% | -40,979.3% | +198.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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