+344.9%
VZ vs PWR
+6,979.4%
-6,634.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -12.3% | +12.2% | +1.1% |
| 7D | +5.6% | -19.9% | +25.5% | +7.7% |
| 30D | +1.9% | -29.3% | +31.1% | +5.0% |
| 3M | +0.8% | -25.5% | +26.3% | +3.2% |
| 6M | +0.6% | -34.0% | +34.6% | +3.8% |
| YTD | +20.8% | +20.7% | +0.1% | +16.4% |
| 1Y | +23.9% | +12.3% | +11.6% | +20.3% |
| 3Y | +55.7% | +201.9% | -146.2% | +33.1% |
| 5Y | +21.5% | +336.8% | -315.2% | -1.6% |
| 10Y | +68.5% | +1,748.9% | -1,680.4% | +13.1% |
| All | +344.9% | +6,979.4% | -6,634.6% | +123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling