+91.7%
VZ vs TRU
+238.0%
-146.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.0% | -0.3% |
| 7D | +0.1% | -6.8% | +6.8% | +0.7% |
| 30D | +7.9% | 0.0% | +7.9% | +7.9% |
| 3M | +13.6% | +13.3% | +0.4% | +12.2% |
| 6M | +1.1% | +3.4% | -2.3% | +0.5% |
| YTD | +29.3% | -6.4% | +35.7% | +29.4% |
| 1Y | +21.2% | -9.7% | +30.9% | +21.6% |
| 3Y | +75.9% | +0.1% | +75.7% | +71.3% |
| 5Y | +24.1% | -34.0% | +58.1% | +27.1% |
| 10Y | +62.4% | +147.9% | -85.5% | +32.0% |
| All | +91.7% | +238.0% | -146.3% | +50.1% |
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 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