+71.6%
VZ vs TER
+1,093.5%
-1,021.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.3% | -7.7% | +0.5% |
| 7D | +0.9% | +5.9% | -5.0% | +0.8% |
| 30D | +8.9% | -30.8% | +39.7% | +9.5% |
| 3M | +0.1% | -29.9% | +30.1% | +0.5% |
| 6M | +1.9% | -27.5% | +29.4% | +1.6% |
| YTD | +22.0% | +37.5% | -15.4% | +17.8% |
| 1Y | +22.1% | +50.3% | -28.1% | +17.3% |
| 3Y | +58.7% | +204.9% | -146.2% | +43.9% |
| 5Y | +22.3% | +89.2% | -66.8% | +12.8% |
| 10Y | +71.6% | +1,077.0% | -1,005.3% | +38.8% |
| All | +71.6% | +1,093.5% | -1,021.9% | +38.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling