+25.2%
VZ vs TRU
+2.1%
+23.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +1.9% |
| 7D | +6.9% | +10.5% | -3.6% | +6.5% |
| 30D | +2.3% | +28.7% | -26.4% | +1.6% |
| 3M | 0.0% | +0.7% | -0.6% | -0.2% |
| 6M | +0.2% | +19.3% | -19.1% | +1.0% |
| YTD | +20.9% | -3.7% | +24.6% | +22.0% |
| 1Y | +25.2% | +3.4% | +21.8% | +23.5% |
| All | +25.2% | +2.1% | +23.1% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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