+78.8%
VZ vs TER
+234.6%
-155.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -0.7% |
| 7D | +0.1% | +0.6% | -0.5% | +0.1% |
| 30D | +7.9% | -8.3% | +16.2% | +7.7% |
| 3M | +13.6% | -12.2% | +25.9% | +13.6% |
| 6M | +1.1% | +17.1% | -16.0% | +1.3% |
| YTD | +29.3% | +84.7% | -55.4% | +29.5% |
| 1Y | +21.2% | +199.9% | -178.7% | +21.2% |
| All | +78.8% | +234.6% | -155.8% | +72.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling