+21.2%
VZ vs PH
+211.9%
-190.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.5% |
| 7D | +2.4% | +2.1% | +0.2% | +2.2% |
| 30D | +11.2% | +0.3% | +10.9% | +11.1% |
| 3M | 0.0% | -8.8% | +8.8% | +0.7% |
| 6M | +1.3% | +10.0% | -8.8% | +0.3% |
| YTD | +21.3% | +10.5% | +10.8% | +19.7% |
| 1Y | +23.9% | +15.5% | +8.4% | +21.8% |
| 3Y | +57.7% | +136.4% | -78.7% | +38.1% |
| 5Y | +21.2% | +213.6% | -192.4% | -1.7% |
| All | +21.2% | +211.9% | -190.7% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling