+21.2%
VZ vs TER
+203.7%
-182.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.4% | -6.3% | -0.6% |
| 7D | +0.1% | +0.6% | -0.5% | +0.1% |
| 30D | +7.9% | -8.3% | +16.2% | +7.5% |
| 3M | +13.6% | -12.2% | +25.9% | +13.6% |
| 6M | +1.1% | +17.0% | -15.9% | +2.0% |
| YTD | +29.3% | +84.6% | -55.3% | +31.2% |
| 1Y | +21.2% | +199.8% | -178.6% | +23.7% |
| All | +21.2% | +203.7% | -182.5% | +23.7% |
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