+49.5%
TXN vs VZ
+24.0%
+25.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.3% | +2.5% | +3.9% |
| 7D | +4.0% | +0.9% | +3.0% | +4.1% |
| 30D | -2.9% | +7.7% | -10.6% | -2.3% |
| 3M | -9.1% | +9.7% | -18.8% | -7.6% |
| 6M | +36.6% | +3.1% | +33.5% | +38.6% |
| YTD | +57.5% | +30.5% | +27.0% | +58.3% |
| 1Y | +49.5% | +22.5% | +27.0% | +50.7% |
| All | +49.5% | +24.0% | +25.6% | +50.7% |
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