+22.7%
VZ vs TPG
-16.8%
+39.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +0.4% |
| 7D | -1.2% | -11.8% | +10.6% | -1.5% |
| 30D | +5.7% | -6.3% | +12.0% | +5.6% |
| 3M | +8.2% | +13.6% | -5.3% | +9.3% |
| 6M | +1.7% | +13.8% | -12.1% | +2.7% |
| YTD | +28.9% | -23.7% | +52.6% | +28.5% |
| 1Y | +22.7% | -18.2% | +40.9% | +20.2% |
| All | +22.7% | -16.8% | +39.5% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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