+64.4%
VZ vs TKO
+958.6%
-894.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.8% | -1.1% |
| 7D | -1.0% | +0.7% | -1.6% | -1.0% |
| 30D | +5.8% | +0.9% | +4.9% | +5.6% |
| 3M | +10.5% | -6.2% | +16.7% | +11.1% |
| 6M | +1.8% | -5.6% | +7.4% | +2.1% |
| YTD | +28.3% | -7.8% | +36.1% | +28.8% |
| 1Y | +22.0% | -1.2% | +23.2% | +21.5% |
| 3Y | +81.8% | +106.5% | -24.7% | +65.9% |
| 5Y | +25.3% | +310.4% | -285.0% | +5.5% |
| 10Y | +64.4% | +987.5% | -923.1% | +19.8% |
| All | +64.4% | +958.6% | -894.2% | +19.8% |
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