+73.3%
VZ vs PH
+700.5%
-627.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.1% |
| 7D | +0.9% | +7.4% | -6.4% | 0.0% |
| 30D | +6.9% | +0.5% | +6.5% | +6.7% |
| 3M | +0.6% | -10.2% | +10.9% | +1.9% |
| 6M | +0.3% | +8.9% | -8.6% | -1.3% |
| YTD | +21.9% | +9.7% | +12.2% | +19.4% |
| 1Y | +21.7% | +12.8% | +8.9% | +18.7% |
| 3Y | +58.5% | +134.6% | -76.1% | +35.0% |
| 5Y | +22.4% | +204.5% | -182.1% | -1.9% |
| All | +73.3% | +700.5% | -627.1% | +18.4% |
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