+78.8%
VZ vs PR
+73.2%
+5.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.9% |
| 7D | +0.1% | +2.9% | -2.8% | 0.0% |
| 30D | +7.9% | +18.0% | -10.1% | +7.6% |
| 3M | +13.6% | +16.9% | -3.2% | +13.2% |
| 6M | +1.1% | +28.2% | -27.1% | +0.6% |
| YTD | +29.3% | +69.3% | -40.0% | +28.3% |
| 1Y | +21.2% | +69.5% | -48.3% | +20.3% |
| All | +78.8% | +73.2% | +5.6% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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