+22.6%
VZ vs PL
+24.5%
-1.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.4% | +8.4% | +2.0% |
| 7D | +6.9% | -11.7% | +18.6% | +6.8% |
| 30D | +2.3% | -27.1% | +29.4% | +2.1% |
| 3M | 0.0% | -44.6% | +44.6% | -0.2% |
| 6M | +0.2% | -67.2% | +67.4% | +0.1% |
| YTD | +20.9% | -35.9% | +56.8% | +20.5% |
| 1Y | +25.2% | -0.4% | +25.6% | +24.4% |
| 3Y | +55.9% | +454.8% | -399.0% | +49.4% |
| 5Y | +22.6% | +24.8% | -2.2% | +17.7% |
| All | +22.6% | +24.5% | -1.9% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling