+65.5%
VZ vs TRI
+225.4%
-160.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.8% | +4.6% | +1.4% |
| 7D | +2.2% | -11.4% | +13.6% | +4.1% |
| 30D | +10.6% | +4.9% | +5.7% | +9.5% |
| 3M | -0.6% | +7.0% | -7.7% | -2.2% |
| 6M | +0.7% | +18.2% | -17.4% | -3.1% |
| YTD | +20.6% | -14.8% | +35.4% | +23.0% |
| 1Y | +22.7% | -18.0% | +40.7% | +26.2% |
| 3Y | +57.2% | -12.0% | +69.2% | +55.8% |
| 5Y | +21.4% | -0.8% | +22.2% | +15.3% |
| 10Y | +65.5% | +220.1% | -154.7% | +11.4% |
| All | +65.5% | +225.4% | -160.0% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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