+57.5%
VZ vs PL
+459.7%
-402.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.4% | +8.4% | +1.9% |
| 7D | +6.9% | -11.7% | +18.6% | +6.6% |
| 30D | +2.3% | -27.1% | +29.4% | +1.6% |
| 3M | 0.0% | -44.6% | +44.6% | -1.1% |
| 6M | +0.2% | -67.2% | +67.4% | -1.4% |
| YTD | +20.9% | -35.9% | +56.8% | +20.5% |
| 1Y | +25.2% | -0.4% | +25.6% | +25.5% |
| All | +57.5% | +459.7% | -402.2% | +60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling