+57.3%
VZ vs TPR
+412.6%
-355.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.1% | -7.2% | -0.2% |
| 7D | +5.6% | +13.9% | -8.2% | +5.4% |
| 30D | +1.9% | +14.9% | -13.1% | +1.6% |
| 3M | +0.8% | -15.4% | +16.2% | +0.8% |
| 6M | +0.6% | -4.5% | +5.1% | +0.4% |
| YTD | +20.8% | +6.0% | +14.8% | +20.4% |
| 1Y | +23.9% | +24.3% | -0.4% | +23.3% |
| All | +57.3% | +412.6% | -355.3% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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