+240.8%
VZ vs TRGP
+2,231.3%
-1,990.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | +0.1% | +0.8% | -0.7% | 0.0% |
| 30D | +7.9% | +11.5% | -3.6% | +7.0% |
| 3M | +13.6% | +9.0% | +4.7% | +12.9% |
| 6M | +1.1% | +20.5% | -19.4% | -0.4% |
| YTD | +29.3% | +59.5% | -30.2% | +24.9% |
| 1Y | +21.2% | +77.9% | -56.7% | +16.1% |
| 3Y | +75.9% | +253.6% | -177.7% | +59.0% |
| 5Y | +24.1% | +615.5% | -591.4% | +6.1% |
| 10Y | +62.4% | +897.1% | -834.7% | +29.4% |
| All | +240.8% | +2,231.3% | -1,990.5% | +122.3% |
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