+64.4%
VZ vs TRGP
+827.0%
-762.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.3% |
| 7D | -1.0% | -0.7% | -0.2% | -0.9% |
| 30D | +5.8% | +9.5% | -3.7% | +5.2% |
| 3M | +10.5% | +10.8% | -0.3% | +9.8% |
| 6M | +1.8% | +25.3% | -23.6% | +0.4% |
| YTD | +28.3% | +60.3% | -32.0% | +24.7% |
| 1Y | +22.0% | +84.6% | -62.6% | +17.6% |
| 3Y | +81.8% | +264.4% | -182.5% | +67.3% |
| 5Y | +25.3% | +636.6% | -611.2% | +10.7% |
| 10Y | +64.4% | +848.9% | -784.5% | +41.8% |
| All | +64.4% | +827.0% | -762.6% | +41.8% |
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