+22.7%
VZ vs TMO
+25.8%
-3.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.4% |
| 7D | -1.2% | -2.5% | +1.2% | -1.4% |
| 30D | +5.7% | -0.3% | +6.0% | +5.7% |
| 3M | +8.2% | +25.3% | -17.0% | +10.3% |
| 6M | +1.7% | +20.9% | -19.1% | +2.9% |
| YTD | +28.9% | +4.3% | +24.5% | +28.6% |
| 1Y | +22.7% | +27.0% | -4.3% | +20.2% |
| All | +22.7% | +25.8% | -3.1% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMO.
Daily Out/Under-Performance
Portfolio return minus TMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMO 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 1y: compounded portfolio wealth divided by compounded TMO 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…
1y analysis · Full analysis span regression · 6 months rolling