+55.9%
VZ vs PNC
+103.6%
-47.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +2.1% | -1.1% | +3.2% | +2.3% |
| 30D | +1.4% | +4.5% | -3.1% | +0.9% |
| 3M | -1.3% | -10.0% | +8.8% | -0.2% |
| 6M | -0.5% | +3.1% | -3.6% | -0.8% |
| YTD | +19.6% | +11.5% | +8.1% | +17.8% |
| 1Y | +22.4% | +27.3% | -4.9% | +18.2% |
| 3Y | +55.9% | +106.4% | -50.5% | +44.2% |
| All | +55.9% | +103.6% | -47.7% | +44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling