+71.6%
VZ vs PTC
+317.3%
-245.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +0.9% | +0.5% | +0.4% | +0.9% |
| 30D | +8.9% | +0.9% | +8.0% | +8.9% |
| 3M | +0.1% | +30.4% | -30.3% | -1.7% |
| 6M | +1.9% | +34.4% | -32.5% | -0.4% |
| YTD | +22.0% | +12.6% | +9.4% | +20.6% |
| 1Y | +22.1% | +10.2% | +11.9% | +20.8% |
| 3Y | +58.7% | +29.4% | +29.3% | +53.9% |
| 5Y | +22.3% | +63.7% | -41.4% | +15.6% |
| 10Y | +71.6% | +316.9% | -245.2% | +49.4% |
| All | +71.6% | +317.3% | -245.7% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling