+908.7%
VZ vs PNC
+3,789.2%
-2,880.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +2.1% | -1.1% | +3.2% | +2.4% |
| 30D | +1.4% | +4.5% | -3.1% | +0.4% |
| 3M | -1.3% | -10.0% | +8.8% | +1.0% |
| 6M | -0.5% | +3.1% | -3.6% | -1.3% |
| YTD | +19.6% | +11.5% | +8.1% | +16.3% |
| 1Y | +22.4% | +27.3% | -4.9% | +15.4% |
| 3Y | +55.9% | +106.4% | -50.5% | +30.5% |
| 5Y | +20.4% | +31.1% | -10.7% | +9.7% |
| 10Y | +66.9% | +231.3% | -164.4% | +18.6% |
| All | +908.7% | +3,789.2% | -2,880.5% | +252.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling