+65.5%
VZ vs TRGP
+772.2%
-706.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.6% | +0.6% |
| 7D | +2.2% | -7.2% | +9.4% | +2.7% |
| 30D | +10.6% | -4.2% | +14.8% | +10.8% |
| 3M | -0.6% | +7.0% | -7.6% | -1.1% |
| 6M | +0.7% | +11.2% | -10.5% | 0.0% |
| YTD | +20.6% | +51.1% | -30.5% | +17.5% |
| 1Y | +22.7% | +62.0% | -39.3% | +19.1% |
| 3Y | +57.2% | +248.2% | -191.0% | +44.9% |
| 5Y | +21.4% | +432.4% | -411.0% | +8.8% |
| 10Y | +65.5% | +739.5% | -674.0% | +45.2% |
| All | +65.5% | +772.2% | -706.7% | +45.2% |
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