+13.0%
VZ vs PL
+28.1%
-15.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.4% | -11.3% | -0.9% |
| 7D | +2.1% | -6.8% | +9.0% | +2.1% |
| 30D | +1.4% | -29.3% | +30.7% | +1.2% |
| 3M | -1.3% | -44.8% | +43.5% | -1.5% |
| 6M | -0.5% | -68.4% | +67.9% | -0.7% |
| YTD | +19.6% | -36.4% | +56.0% | +19.2% |
| 1Y | +22.4% | +0.7% | +21.7% | +21.5% |
| 3Y | +55.9% | +455.3% | -399.4% | +49.3% |
| 5Y | +20.4% | +22.7% | -2.3% | +15.4% |
| All | +13.0% | +28.1% | -15.0% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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