+72.6%
VZ vs TKO
+1,121.1%
-1,048.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | +1.5% | +2.3% | -0.8% | +1.2% |
| 30D | +4.4% | +13.4% | -9.0% | +3.1% |
| 3M | -2.4% | -1.7% | -0.6% | -2.3% |
| 6M | +1.4% | +7.2% | -5.8% | +0.6% |
| YTD | +21.4% | -5.4% | +26.8% | +21.5% |
| 1Y | +20.3% | +8.7% | +11.6% | +18.8% |
| 3Y | +57.4% | +150.4% | -93.1% | +41.2% |
| 5Y | +21.9% | +276.6% | -254.7% | +3.8% |
| All | +72.6% | +1,121.1% | -1,048.5% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 10y: compounded portfolio wealth divided by compounded TKO 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…
10y analysis · Full analysis span regression · 6 months rolling