+923.5%
VZ vs TJX
+47,396.9%
-46,473.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.2% |
| 7D | +1.5% | -0.3% | +1.8% | +1.5% |
| 30D | +4.4% | -5.6% | +10.0% | +5.4% |
| 3M | -2.4% | -12.3% | +10.0% | -0.1% |
| 6M | +1.4% | -7.7% | +9.1% | +2.7% |
| YTD | +21.4% | -11.4% | +32.8% | +23.7% |
| 1Y | +20.3% | -7.0% | +27.3% | +21.5% |
| 3Y | +57.4% | +53.3% | +4.1% | +44.3% |
| 5Y | +21.9% | +109.9% | -88.0% | +4.4% |
| 10Y | +70.7% | +310.0% | -239.2% | +25.5% |
| All | +923.5% | +47,396.9% | -46,473.4% | +246.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TJX.
Daily Out/Under-Performance
Portfolio return minus TJX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TJX 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 TJX 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