+323.1%
VZ vs TRI
+578.7%
-255.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.4% | -1.6% | +4.0% | +2.7% |
| 30D | +11.2% | +5.0% | +6.2% | +9.3% |
| 3M | 0.0% | +4.6% | -4.6% | -2.1% |
| 6M | +1.3% | +18.3% | -17.0% | -5.5% |
| YTD | +21.3% | -14.7% | +36.0% | +22.5% |
| 1Y | +23.9% | -16.7% | +40.6% | +26.0% |
| 3Y | +57.7% | -11.3% | +69.0% | +53.9% |
| 5Y | +21.2% | -0.6% | +21.8% | +12.6% |
| 10Y | +70.6% | +220.2% | -149.7% | +3.2% |
| All | +323.1% | +578.7% | -255.6% | +69.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling