+916.9%
VZ vs PNR
+4,296.9%
-3,380.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.2% | +0.3% |
| 7D | +2.2% | -0.5% | +2.8% | +2.3% |
| 30D | +10.6% | +34.4% | -23.9% | +4.7% |
| 3M | -0.6% | +2.4% | -3.0% | -1.3% |
| 6M | +0.7% | -7.8% | +8.5% | +1.5% |
| YTD | +20.6% | -31.6% | +52.2% | +27.4% |
| 1Y | +22.7% | -33.6% | +56.4% | +30.3% |
| 3Y | +57.2% | +19.9% | +37.3% | +47.4% |
| 5Y | +21.4% | +0.8% | +20.6% | +15.8% |
| 10Y | +65.5% | +113.4% | -48.0% | +32.6% |
| All | +916.9% | +4,296.9% | -3,380.0% | +457.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling