+24.5%
VZ vs TPG
+78.6%
-54.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.9% | +2.6% | -1.2% |
| 7D | -1.0% | -6.5% | +5.6% | -0.7% |
| 30D | +5.8% | +0.1% | +5.7% | +5.8% |
| 3M | +10.5% | +14.5% | -4.0% | +10.0% |
| 6M | +1.8% | +17.3% | -15.6% | +1.2% |
| YTD | +28.3% | -20.5% | +48.8% | +29.4% |
| 1Y | +22.0% | -13.2% | +35.2% | +22.3% |
| 3Y | +81.8% | +87.7% | -5.9% | +66.5% |
| All | +24.5% | +78.6% | -54.1% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling