+41.6%
TXN vs VZ
+21.5%
+20.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +1.7% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -6.9% | +7.9% | -14.8% | -6.5% |
| 3M | -14.9% | +13.6% | -28.6% | -14.3% |
| 6M | +29.0% | +1.1% | +27.9% | +30.7% |
| YTD | +51.5% | +29.3% | +22.2% | +51.8% |
| 1Y | +41.6% | +21.2% | +20.3% | +43.1% |
| All | +41.6% | +21.5% | +20.0% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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