+376.3%
VZ vs PWR
+8,583.6%
-8,207.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | +0.1% | +3.6% | -3.5% | -0.3% |
| 30D | +7.9% | -8.6% | +16.5% | +8.8% |
| 3M | +13.6% | -13.2% | +26.8% | +14.7% |
| 6M | +1.1% | +9.9% | -8.8% | -0.8% |
| YTD | +29.3% | +48.0% | -18.7% | +22.8% |
| 1Y | +21.2% | +66.2% | -44.9% | +13.4% |
| 3Y | +75.9% | +195.1% | -119.2% | +51.8% |
| 5Y | +24.1% | +442.6% | -418.5% | -1.2% |
| 10Y | +62.4% | +2,334.2% | -2,271.8% | +6.5% |
| All | +376.3% | +8,583.6% | -8,207.3% | +135.2% |
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