+57.4%
VZ vs PSX
+157.7%
-100.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | +1.5% | +7.8% | -6.3% | +0.8% |
| 30D | +4.4% | -10.9% | +15.3% | +5.4% |
| 3M | -2.4% | +14.5% | -16.9% | -3.8% |
| 6M | +1.4% | +56.1% | -54.7% | -3.0% |
| YTD | +21.4% | +109.6% | -88.2% | +13.0% |
| 1Y | +20.3% | +95.5% | -75.2% | +12.6% |
| 3Y | +57.4% | +156.2% | -98.8% | +37.4% |
| All | +57.4% | +157.7% | -100.3% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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