+30.5%
VZ vs PINS
-14.1%
+44.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.8% |
| 7D | +0.1% | -12.0% | +12.1% | +0.5% |
| 30D | +7.9% | -12.7% | +20.6% | +8.4% |
| 3M | +13.6% | -5.5% | +19.2% | +13.8% |
| 6M | +1.1% | +5.3% | -4.2% | +0.7% |
| YTD | +29.3% | -21.2% | +50.5% | +30.1% |
| 1Y | +21.2% | -45.0% | +66.3% | +23.6% |
| 3Y | +75.9% | -26.2% | +102.1% | +74.3% |
| 5Y | +24.1% | -64.0% | +88.0% | +25.2% |
| All | +30.5% | -14.1% | +44.6% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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