+922.4%
VZ vs PNR
+4,261.2%
-3,338.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.4% | +0.7% |
| 7D | +2.4% | -0.1% | +2.5% | +2.4% |
| 30D | +11.2% | +33.4% | -22.2% | +5.4% |
| 3M | 0.0% | +4.9% | -4.9% | -1.1% |
| 6M | +1.3% | -8.5% | +9.8% | +2.2% |
| YTD | +21.3% | -32.1% | +53.4% | +28.3% |
| 1Y | +23.9% | -35.0% | +58.9% | +32.1% |
| 3Y | +57.7% | +17.6% | +40.1% | +48.3% |
| 5Y | +21.2% | +0.9% | +20.3% | +15.6% |
| 10Y | +70.6% | +101.4% | -30.8% | +38.2% |
| All | +922.4% | +4,261.2% | -3,338.8% | +461.6% |
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