+24.3%
VZ vs PNC
+22.9%
+1.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.5% |
| 7D | +0.2% | +2.3% | -2.1% | +0.2% |
| 30D | +7.1% | -3.8% | +10.9% | +7.1% |
| 3M | +12.8% | +7.8% | +5.0% | +13.1% |
| 6M | +1.8% | +19.7% | -17.9% | +2.8% |
| YTD | +30.0% | +19.1% | +10.9% | +29.4% |
| 1Y | +24.3% | +23.1% | +1.2% | +27.2% |
| All | +24.3% | +22.9% | +1.5% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 1y: compounded portfolio wealth divided by compounded PNC 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…
1y analysis · Full analysis span regression · 6 months rolling