+55.9%
VZ vs TRI
-5.2%
+61.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.7% | +3.8% | -0.6% |
| 7D | +2.1% | -4.8% | +6.9% | +2.4% |
| 30D | +1.4% | +13.4% | -12.0% | +0.5% |
| 3M | -1.3% | +13.1% | -14.4% | -2.2% |
| 6M | -0.5% | +24.4% | -25.0% | -2.2% |
| YTD | +19.6% | -11.4% | +31.1% | +20.9% |
| 1Y | +22.4% | -15.6% | +38.0% | +24.3% |
| 3Y | +55.9% | -6.5% | +62.3% | +65.9% |
| All | +55.9% | -5.2% | +61.1% | +65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling