+84.3%
VZ vs TRV
+138.2%
-53.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +0.2% | +0.5% | -0.3% | +0.1% |
| 30D | +7.1% | -4.9% | +12.0% | +8.3% |
| 3M | +12.8% | +23.7% | -10.9% | +7.6% |
| 6M | +1.8% | +20.3% | -18.5% | -2.4% |
| YTD | +30.0% | +27.1% | +2.9% | +23.1% |
| 1Y | +24.3% | +35.3% | -11.0% | +16.2% |
| 3Y | +84.3% | +139.8% | -55.5% | +60.5% |
| All | +84.3% | +138.2% | -53.9% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 3y: compounded portfolio wealth divided by compounded TRV 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…
3y analysis · Full analysis span regression · 6 months rolling