+176.4%
VZ vs PSX
+1,139.4%
-963.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +0.1% | +4.5% | -4.5% | -0.5% |
| 30D | +7.9% | +26.6% | -18.7% | +4.4% |
| 3M | +13.6% | +39.3% | -25.6% | +8.4% |
| 6M | +1.1% | +56.8% | -55.7% | -5.3% |
| YTD | +29.3% | +101.8% | -72.5% | +16.9% |
| 1Y | +21.2% | +99.6% | -78.4% | +9.6% |
| 3Y | +75.9% | +140.3% | -64.4% | +52.7% |
| 5Y | +24.1% | +339.3% | -315.2% | -3.4% |
| 10Y | +62.4% | +369.9% | -307.5% | +18.5% |
| All | +176.4% | +1,139.4% | -963.0% | +85.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling