+78.8%
VZ vs TT
+124.4%
-45.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -0.9% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +7.9% | -7.4% | +15.3% | +7.8% |
| 3M | +13.6% | -3.2% | +16.9% | +13.5% |
| 6M | +1.1% | +1.1% | 0.0% | +1.0% |
| YTD | +29.3% | +15.6% | +13.7% | +28.8% |
| 1Y | +21.2% | +9.2% | +12.1% | +20.9% |
| All | +78.8% | +124.4% | -45.7% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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