+652.4%
VZ vs TD
+8,077.8%
-7,425.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +0.9% | +0.6% | +0.4% | +0.8% |
| 30D | +6.9% | +5.0% | +2.0% | +5.4% |
| 3M | +0.6% | +1.1% | -0.5% | +0.1% |
| 6M | +0.3% | +16.5% | -16.1% | -4.3% |
| YTD | +21.9% | +34.3% | -12.4% | +11.3% |
| 1Y | +21.7% | +52.9% | -31.2% | +6.9% |
| 3Y | +58.5% | +132.2% | -73.7% | +22.3% |
| 5Y | +22.4% | +101.9% | -79.4% | -2.6% |
| 10Y | +71.4% | +302.0% | -230.5% | +8.2% |
| All | +652.4% | +8,077.8% | -7,425.4% | +107.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling