+55.9%
VZ vs PWR
+221.0%
-165.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.3% | -7.2% | -0.3% |
| 7D | +2.1% | -12.9% | +15.0% | +0.9% |
| 30D | +1.4% | -22.8% | +24.2% | -0.9% |
| 3M | -1.3% | -19.0% | +17.7% | -2.9% |
| 6M | -0.5% | -31.1% | +30.6% | -2.9% |
| YTD | +19.6% | +28.2% | -8.6% | +23.3% |
| 1Y | +22.4% | +22.2% | +0.2% | +25.7% |
| 3Y | +55.9% | +222.1% | -166.2% | +75.4% |
| All | +55.9% | +221.0% | -165.1% | +75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling