+78.8%
VZ vs TRU
+251.7%
-172.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.6% |
| 7D | +2.2% | +4.9% | -2.7% | +1.8% |
| 30D | +10.6% | +26.9% | -16.3% | +8.0% |
| 3M | -0.6% | +4.0% | -4.6% | -1.1% |
| 6M | +0.7% | +15.8% | -15.1% | -1.0% |
| YTD | +20.6% | -2.6% | +23.2% | +20.1% |
| 1Y | +22.7% | +3.9% | +18.9% | +21.3% |
| 3Y | +57.2% | +59.2% | -2.0% | +44.2% |
| 5Y | +21.4% | -25.7% | +47.0% | +22.1% |
| 10Y | +65.5% | +179.3% | -113.8% | +32.2% |
| All | +78.8% | +251.7% | -172.8% | +39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling