+22.2%
VZ vs PL
+84.9%
-62.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.9% |
| 7D | +0.1% | -9.3% | +9.4% | 0.0% |
| 30D | +7.9% | -18.9% | +26.8% | +7.8% |
| 3M | +13.6% | -58.4% | +72.0% | +13.7% |
| 6M | +1.1% | -30.3% | +31.4% | +1.0% |
| YTD | +29.3% | -8.1% | +37.4% | +29.0% |
| 1Y | +21.2% | +180.5% | -159.3% | +20.0% |
| 3Y | +75.9% | +444.1% | -368.2% | +69.9% |
| 5Y | +24.1% | +83.0% | -58.9% | +18.4% |
| All | +22.2% | +84.9% | -62.7% | +16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling