+81.6%
VZ vs TMO
+18.1%
+63.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.6% |
| 7D | +0.2% | +0.4% | -0.2% | +0.2% |
| 30D | +7.1% | +1.5% | +5.6% | +7.0% |
| 3M | +12.8% | +28.5% | -15.7% | +11.2% |
| 6M | +1.8% | +20.4% | -18.6% | +0.5% |
| YTD | +30.0% | +4.3% | +25.7% | +29.9% |
| 1Y | +24.3% | +24.1% | +0.2% | +21.3% |
| All | +81.6% | +18.1% | +63.5% | +76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling