+71.6%
VZ vs TRGP
+826.3%
-754.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | +0.4% |
| 7D | +0.9% | +2.4% | -1.4% | +0.8% |
| 30D | +8.9% | +0.8% | +8.1% | +8.8% |
| 3M | +0.1% | +10.4% | -10.2% | -0.6% |
| 6M | +1.9% | +16.3% | -14.3% | +0.8% |
| YTD | +22.0% | +61.1% | -39.1% | +18.5% |
| 1Y | +22.1% | +71.6% | -49.5% | +18.1% |
| 3Y | +58.7% | +267.5% | -208.8% | +45.8% |
| 5Y | +22.3% | +488.1% | -465.8% | +9.1% |
| 10Y | +71.6% | +803.8% | -732.1% | +51.2% |
| All | +71.6% | +826.3% | -754.7% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling