+58.0%
VZ vs TE
+13.2%
+44.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.5% | +7.4% | -0.3% |
| 7D | +0.9% | -13.6% | +14.5% | +0.6% |
| 30D | +6.9% | -37.7% | +44.6% | +5.9% |
| 3M | +0.6% | -59.8% | +60.4% | -1.2% |
| 6M | +0.3% | -66.3% | +66.6% | -1.5% |
| YTD | +21.9% | -70.5% | +92.4% | +19.7% |
| 1Y | +21.7% | -48.8% | +70.5% | +20.2% |
| All | +58.0% | +13.2% | +44.8% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 3y: compounded portfolio wealth divided by compounded TE 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…
3y analysis · Full analysis span regression · 6 months rolling