+64.4%
VZ vs PNR
+63.0%
+1.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.5% | -1.0% |
| 7D | -1.0% | -3.9% | +2.9% | -0.4% |
| 30D | +5.8% | -13.8% | +19.6% | +8.1% |
| 3M | +10.5% | -22.5% | +33.0% | +14.4% |
| 6M | +1.8% | -37.2% | +38.9% | +8.6% |
| YTD | +28.3% | -44.2% | +72.5% | +39.1% |
| 1Y | +22.0% | -46.6% | +68.6% | +33.1% |
| 3Y | +81.8% | -12.5% | +94.4% | +78.4% |
| 5Y | +25.3% | -19.3% | +44.7% | +22.5% |
| 10Y | +64.4% | +67.5% | -3.1% | +37.4% |
| All | +64.4% | +63.0% | +1.4% | +37.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling