+25.9%
VZ vs TRI
-7.1%
+33.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.0% | +1.1% |
| 7D | +0.2% | -7.1% | +7.3% | +0.9% |
| 30D | +7.1% | -2.3% | +9.5% | +7.3% |
| 3M | +12.8% | +19.6% | -6.7% | +10.8% |
| 6M | +1.8% | -8.7% | +10.5% | +1.9% |
| YTD | +30.0% | -22.3% | +52.2% | +34.0% |
| 1Y | +24.3% | -40.7% | +65.0% | +34.0% |
| 3Y | +84.3% | -17.8% | +102.1% | +83.9% |
| 5Y | +25.9% | -8.5% | +34.4% | +17.3% |
| All | +25.9% | -7.1% | +33.0% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling