+207.5%
VZ vs TDY
+7,529.4%
-7,321.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | +1.5% | +4.1% | -2.6% | +0.9% |
| 30D | +4.4% | +5.7% | -1.4% | +3.4% |
| 3M | -2.4% | -4.4% | +2.1% | -1.9% |
| 6M | +1.4% | +1.2% | +0.2% | +0.8% |
| YTD | +21.4% | +26.0% | -4.6% | +16.5% |
| 1Y | +20.3% | +27.4% | -7.1% | +15.2% |
| 3Y | +57.4% | +67.5% | -10.1% | +43.6% |
| 5Y | +21.9% | +44.9% | -22.9% | +12.9% |
| 10Y | +70.7% | +440.9% | -370.2% | +27.4% |
| All | +207.5% | +7,529.4% | -7,321.9% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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