+61.1%
VZ vs TD
+295.4%
-234.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +0.8% |
| 7D | +0.2% | +0.9% | -0.6% | 0.0% |
| 30D | +7.1% | -0.7% | +7.8% | +7.2% |
| 3M | +12.8% | +6.3% | +6.6% | +10.9% |
| 6M | +1.8% | +27.9% | -26.1% | -4.6% |
| YTD | +30.0% | +29.8% | +0.2% | +21.1% |
| 1Y | +24.3% | +63.7% | -39.3% | +8.7% |
| 3Y | +84.3% | +128.3% | -44.0% | +46.0% |
| 5Y | +25.9% | +125.5% | -99.6% | -0.7% |
| 10Y | +61.1% | +296.7% | -235.6% | +6.2% |
| All | +61.1% | +295.4% | -234.3% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling