+990.1%
VZ vs TER
+14,183.4%
-13,193.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -1.3% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +7.9% | -8.3% | +16.2% | +8.5% |
| 3M | +13.6% | -12.2% | +25.9% | +13.5% |
| 6M | +1.1% | +17.1% | -16.0% | -2.4% |
| YTD | +29.3% | +84.7% | -55.4% | +19.4% |
| 1Y | +21.2% | +199.9% | -178.7% | +6.6% |
| 3Y | +75.9% | +232.8% | -156.9% | +49.7% |
| 5Y | +24.1% | +198.6% | -174.5% | +4.6% |
| 10Y | +62.4% | +1,669.7% | -1,607.4% | +10.9% |
| All | +990.1% | +14,183.4% | -13,193.3% | +487.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling