+55.9%
VZ vs PSX
+131.4%
-75.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | +2.1% | -13.1% | +15.3% | +3.4% |
| 30D | +1.4% | -9.5% | +10.9% | +2.1% |
| 3M | -1.3% | +20.2% | -21.5% | -3.2% |
| 6M | -0.5% | +44.9% | -45.4% | -4.2% |
| YTD | +19.6% | +94.4% | -74.8% | +12.2% |
| 1Y | +22.4% | +83.1% | -60.7% | +15.2% |
| 3Y | +55.9% | +132.2% | -76.3% | +38.8% |
| All | +55.9% | +131.4% | -75.5% | +38.8% |
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