+73.3%
VZ vs TRU
+182.8%
-109.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | +0.9% | -2.2% | +3.1% | +1.1% |
| 30D | +6.9% | +20.2% | -13.2% | +5.1% |
| 3M | +0.6% | +2.2% | -1.6% | +0.3% |
| 6M | +0.3% | +17.6% | -17.3% | -1.4% |
| YTD | +21.9% | -5.0% | +26.8% | +21.7% |
| 1Y | +21.7% | -1.0% | +22.6% | +21.0% |
| 3Y | +58.5% | +56.5% | +2.0% | +46.1% |
| 5Y | +22.4% | -26.2% | +48.7% | +23.5% |
| All | +73.3% | +182.8% | -109.4% | +44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling