+57.4%
VZ vs PWR
+247.1%
-189.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.5% |
| 7D | +1.5% | +11.3% | -9.8% | +2.6% |
| 30D | +4.4% | -8.9% | +13.2% | +3.7% |
| 3M | -2.4% | -10.5% | +8.1% | -3.0% |
| 6M | +1.4% | -22.2% | +23.6% | +0.2% |
| YTD | +21.4% | +42.7% | -21.4% | +26.5% |
| 1Y | +20.3% | +41.1% | -20.8% | +25.3% |
| 3Y | +57.4% | +242.7% | -185.4% | +79.9% |
| All | +57.4% | +247.1% | -189.7% | +79.9% |
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