+21.4%
VZ vs PM
+160.6%
-139.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.4% |
| 7D | +2.2% | -7.3% | +9.5% | +4.0% |
| 30D | +10.6% | -4.0% | +14.6% | +11.6% |
| 3M | -0.6% | +2.7% | -3.4% | -1.4% |
| 6M | +0.7% | +14.9% | -14.1% | -2.6% |
| YTD | +20.6% | +23.5% | -2.9% | +14.2% |
| 1Y | +22.7% | +30.4% | -7.6% | +14.7% |
| 3Y | +57.2% | +143.2% | -86.0% | +19.8% |
| 5Y | +21.4% | +159.5% | -138.1% | -10.7% |
| All | +21.4% | +160.6% | -139.2% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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