+25.9%
VZ vs TKO
+312.5%
-286.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.0% | -4.5% | +0.2% |
| 7D | +0.2% | +7.2% | -6.9% | -0.3% |
| 30D | +7.1% | +4.7% | +2.4% | +6.7% |
| 3M | +12.8% | -3.2% | +16.1% | +13.0% |
| 6M | +1.8% | -2.9% | +4.7% | +1.9% |
| YTD | +30.0% | -5.8% | +35.8% | +30.2% |
| 1Y | +24.3% | -1.1% | +25.4% | +23.9% |
| 3Y | +84.3% | +111.1% | -26.8% | +67.6% |
| 5Y | +25.9% | +315.6% | -289.6% | +6.8% |
| All | +25.9% | +312.5% | -286.6% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling