+918.2%
VZ vs PTC
+8,796.0%
-7,877.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +5.6% | -0.1% | +5.7% | +5.6% |
| 30D | +1.9% | +0.8% | +1.0% | +1.8% |
| 3M | +0.8% | +39.6% | -38.8% | -2.7% |
| 6M | +0.6% | +41.5% | -40.9% | -3.2% |
| YTD | +20.8% | +11.7% | +9.1% | +18.5% |
| 1Y | +23.9% | +2.4% | +21.5% | +22.4% |
| 3Y | +55.7% | +31.9% | +23.8% | +49.3% |
| 5Y | +21.5% | +54.5% | -33.0% | +13.9% |
| 10Y | +68.5% | +342.1% | -273.6% | +39.5% |
| All | +918.2% | +8,796.0% | -7,877.8% | +392.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling