+25.5%
VZ vs TRU
-33.8%
+59.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.0% | -0.7% |
| 7D | +0.1% | -6.8% | +6.8% | +0.3% |
| 30D | +7.9% | 0.0% | +7.9% | +7.9% |
| 3M | +13.6% | +13.3% | +0.4% | +13.2% |
| 6M | +1.1% | +3.4% | -2.3% | +0.9% |
| YTD | +29.3% | -6.4% | +35.7% | +29.5% |
| 1Y | +21.2% | -9.7% | +30.9% | +21.5% |
| 3Y | +75.9% | +0.1% | +75.7% | +77.0% |
| All | +25.5% | -33.8% | +59.2% | +22.8% |
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