+918.2%
VZ vs TER
+8,410.9%
-7,492.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -15.2% | +15.1% | +1.1% |
| 7D | +5.6% | -28.2% | +33.8% | +8.3% |
| 30D | +1.9% | -50.6% | +52.4% | +7.4% |
| 3M | +0.8% | -45.3% | +46.1% | +4.9% |
| 6M | +0.6% | -40.4% | +41.0% | +2.7% |
| YTD | +20.8% | +10.0% | +10.7% | +15.5% |
| 1Y | +23.9% | +13.6% | +10.3% | +18.0% |
| 3Y | +55.7% | +145.2% | -89.5% | +34.6% |
| 5Y | +21.5% | +50.4% | -28.8% | +8.0% |
| 10Y | +68.5% | +882.9% | -814.5% | +20.0% |
| All | +918.2% | +8,410.9% | -7,492.7% | +468.3% |
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 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