+57.2%
VZ vs PNR
+17.5%
+39.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.2% | +0.7% |
| 7D | +2.2% | -0.5% | +2.8% | +2.3% |
| 30D | +10.6% | +34.4% | -23.9% | +9.5% |
| 3M | -0.6% | +2.4% | -3.0% | -1.0% |
| 6M | +0.7% | -7.8% | +8.5% | +0.2% |
| YTD | +20.6% | -31.6% | +52.2% | +20.2% |
| 1Y | +22.7% | -33.6% | +56.4% | +22.5% |
| 3Y | +57.2% | +19.9% | +37.3% | +56.3% |
| All | +57.2% | +17.5% | +39.7% | +56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling