+57.4%
VZ vs PTC
+29.1%
+28.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +1.5% | +0.5% | +1.0% | +1.5% |
| 30D | +4.4% | +1.2% | +3.1% | +4.4% |
| 3M | -2.4% | +27.4% | -29.7% | -2.7% |
| 6M | +1.4% | +39.2% | -37.8% | +0.7% |
| YTD | +21.4% | +12.5% | +8.9% | +20.8% |
| 1Y | +20.3% | +12.3% | +8.0% | +19.7% |
| 3Y | +57.4% | +28.8% | +28.5% | +57.7% |
| All | +57.4% | +29.1% | +28.3% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling