+21.8%
VZ vs TD
+101.4%
-79.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | +1.1% | +0.4% | +1.3% |
| 30D | +4.4% | +5.2% | -0.8% | +3.3% |
| 3M | -2.4% | +1.2% | -3.6% | -2.7% |
| 6M | +1.4% | +17.7% | -16.3% | -2.2% |
| YTD | +21.4% | +34.2% | -12.8% | +13.5% |
| 1Y | +20.3% | +55.4% | -35.2% | +8.4% |
| 3Y | +57.4% | +130.4% | -73.0% | +27.3% |
| All | +21.8% | +101.4% | -79.6% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling