+60.5%
VZ vs PH
+804.1%
-743.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +0.1% | -3.1% | +3.1% | +0.5% |
| 30D | +7.9% | -3.2% | +11.1% | +8.3% |
| 3M | +13.6% | +10.6% | +3.1% | +11.9% |
| 6M | +1.1% | -2.1% | +3.2% | +1.1% |
| YTD | +29.3% | +10.2% | +19.1% | +26.9% |
| 1Y | +21.2% | +28.2% | -7.0% | +16.1% |
| 3Y | +75.9% | +134.9% | -59.0% | +49.9% |
| 5Y | +24.1% | +253.6% | -229.6% | -3.1% |
| All | +60.5% | +804.1% | -743.7% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling