+995.9%
VZ vs TJX
+45,310.1%
-44,314.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.0% |
| 7D | +0.2% | -3.3% | +3.5% | +0.8% |
| 30D | +7.1% | -19.9% | +27.0% | +11.5% |
| 3M | +12.8% | -19.0% | +31.9% | +17.2% |
| 6M | +1.8% | -18.6% | +20.4% | +5.5% |
| YTD | +30.0% | -15.3% | +45.3% | +33.7% |
| 1Y | +24.3% | -7.3% | +31.7% | +25.7% |
| 3Y | +84.3% | +46.6% | +37.7% | +70.5% |
| 5Y | +25.9% | +98.5% | -72.6% | +8.9% |
| 10Y | +61.1% | +289.1% | -228.0% | +19.6% |
| All | +995.9% | +45,310.1% | -44,314.2% | +274.0% |
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