+25.2%
VZ vs TER
+42.7%
-17.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.8% | +8.9% | +1.4% |
| 7D | +6.9% | -19.9% | +26.8% | +5.0% |
| 30D | +2.3% | -43.5% | +45.8% | -2.3% |
| 3M | 0.0% | -37.8% | +37.8% | -3.3% |
| 6M | +0.2% | -25.6% | +25.8% | -1.9% |
| YTD | +20.9% | +29.8% | -8.9% | +23.7% |
| 1Y | +25.2% | +43.2% | -17.9% | +28.6% |
| All | +25.2% | +42.7% | -17.4% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling