+22.0%
VZ vs TRI
-42.5%
+64.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.5% | -1.3% |
| 7D | -1.0% | -8.4% | +7.4% | -0.7% |
| 30D | +5.8% | -6.5% | +12.2% | +6.0% |
| 3M | +10.5% | +18.6% | -8.1% | +10.7% |
| 6M | +1.8% | -10.4% | +12.2% | +0.1% |
| YTD | +28.3% | -23.7% | +52.0% | +28.1% |
| 1Y | +22.0% | -42.5% | +64.4% | +23.3% |
| All | +22.0% | -42.5% | +64.4% | +23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling