+20.2%
VZ vs TE
-79.6%
+99.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -0.9% |
| 7D | +2.1% | -12.6% | +14.7% | +2.0% |
| 30D | +1.4% | -36.7% | +38.1% | +0.9% |
| 3M | -1.3% | -57.5% | +56.2% | -2.2% |
| 6M | -0.5% | -55.2% | +54.7% | -1.3% |
| YTD | +19.6% | -64.7% | +84.3% | +18.6% |
| 1Y | +22.4% | -35.9% | +58.2% | +21.1% |
| 3Y | +55.9% | -31.8% | +87.7% | +54.1% |
| All | +20.2% | -79.6% | +99.8% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling