+265.4%
VZ vs TPR
+7,574.9%
-7,309.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.5% | -1.5% | +1.6% |
| 7D | +6.9% | +12.6% | -5.7% | +5.1% |
| 30D | +2.3% | +7.1% | -4.9% | +1.2% |
| 3M | 0.0% | -19.4% | +19.4% | +2.6% |
| 6M | +0.2% | -9.7% | +10.0% | +0.9% |
| YTD | +20.9% | -1.0% | +21.9% | +19.6% |
| 1Y | +25.2% | +19.3% | +5.9% | +20.4% |
| 3Y | +55.9% | +379.0% | -323.1% | +18.7% |
| 5Y | +22.6% | +239.1% | -216.5% | -4.3% |
| 10Y | +68.6% | +364.0% | -295.4% | +13.9% |
| All | +265.4% | +7,574.9% | -7,309.5% | +40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling