+23.9%
VZ vs PWR
+28.2%
-4.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +2.0% | +0.4% |
| 7D | +2.4% | -11.2% | +13.6% | +0.9% |
| 30D | +11.2% | -17.4% | +28.6% | +9.0% |
| 3M | 0.0% | -11.7% | +11.7% | -1.1% |
| 6M | +1.3% | -21.7% | +23.0% | -0.1% |
| YTD | +21.3% | +38.3% | -17.0% | +28.3% |
| 1Y | +23.9% | +29.6% | -5.6% | +30.3% |
| All | +23.9% | +28.2% | -4.3% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling