+25.2%
VZ vs PNR
-31.2%
+56.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.3% | -1.2% | +1.9% |
| 7D | +6.9% | +11.9% | -5.0% | +6.5% |
| 30D | +2.3% | +37.1% | -34.9% | +1.2% |
| 3M | 0.0% | +5.7% | -5.7% | -0.9% |
| 6M | +0.2% | -5.7% | +5.9% | -1.4% |
| YTD | +20.9% | -29.8% | +50.7% | +16.2% |
| 1Y | +25.2% | -31.8% | +57.0% | +21.0% |
| All | +25.2% | -31.2% | +56.4% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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