+215.4%
VZ vs TRGP
+2,035.2%
-1,819.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.7% | -0.7% |
| 7D | +2.1% | -16.0% | +18.1% | +3.4% |
| 30D | +1.4% | -6.4% | +7.8% | +1.8% |
| 3M | -1.3% | -1.0% | -0.3% | -1.3% |
| 6M | -0.5% | +7.0% | -7.5% | -1.2% |
| YTD | +19.6% | +46.1% | -26.5% | +16.2% |
| 1Y | +22.4% | +58.7% | -36.3% | +18.1% |
| 3Y | +55.9% | +221.9% | -166.0% | +41.8% |
| 5Y | +20.4% | +419.9% | -399.5% | +5.2% |
| 10Y | +66.9% | +769.8% | -702.9% | +34.4% |
| All | +215.4% | +2,035.2% | -1,819.8% | +106.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling