+17.8%
VZ vs TPG
+78.3%
-60.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | +1.5% | +5.0% | -3.6% | +1.3% |
| 30D | +4.4% | +15.7% | -11.3% | +3.8% |
| 3M | -2.4% | -10.6% | +8.2% | -2.1% |
| 6M | +1.4% | +15.9% | -14.5% | +0.9% |
| YTD | +21.4% | -20.6% | +42.0% | +22.4% |
| 1Y | +20.3% | -11.8% | +32.0% | +20.5% |
| 3Y | +57.4% | +71.6% | -14.2% | +45.6% |
| All | +17.8% | +78.3% | -60.5% | +6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling