+72.6%
VZ vs TD
+300.0%
-227.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | +1.1% | +0.4% | +1.2% |
| 30D | +4.4% | +5.2% | -0.8% | +3.0% |
| 3M | -2.4% | +1.2% | -3.6% | -2.8% |
| 6M | +1.4% | +17.7% | -16.3% | -3.0% |
| YTD | +21.4% | +34.2% | -12.8% | +12.1% |
| 1Y | +20.3% | +55.4% | -35.2% | +6.7% |
| 3Y | +57.4% | +130.4% | -73.0% | +24.5% |
| 5Y | +21.9% | +101.8% | -79.9% | -0.8% |
| All | +72.6% | +300.0% | -227.4% | +14.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling