+20.2%
VZ vs TRU
-26.8%
+47.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.9% |
| 7D | +2.1% | +5.7% | -3.6% | +1.9% |
| 30D | +1.4% | +29.2% | -27.9% | +0.4% |
| 3M | -1.3% | +2.7% | -3.9% | -1.4% |
| 6M | -0.5% | +15.2% | -15.7% | -1.0% |
| YTD | +19.6% | -4.9% | +24.5% | +19.7% |
| 1Y | +22.4% | +3.4% | +19.0% | +22.0% |
| 3Y | +55.9% | +63.2% | -7.3% | +50.7% |
| All | +20.2% | -26.8% | +47.0% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling