+21.8%
VZ vs TRGP
+504.4%
-482.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.8% | -0.4% |
| 7D | +1.5% | +12.4% | -10.9% | +0.4% |
| 30D | +4.4% | +2.6% | +1.7% | +4.0% |
| 3M | -2.4% | +11.9% | -14.2% | -3.6% |
| 6M | +1.4% | +13.9% | -12.5% | -0.1% |
| YTD | +21.4% | +64.2% | -42.8% | +15.4% |
| 1Y | +20.3% | +78.5% | -58.2% | +13.4% |
| 3Y | +57.4% | +272.9% | -215.5% | +31.5% |
| All | +21.8% | +504.4% | -482.6% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling