+20.2%
VZ vs TRV
+171.3%
-151.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.5% |
| 7D | +2.1% | -0.3% | +2.4% | +2.2% |
| 30D | +1.4% | +9.6% | -8.2% | -0.8% |
| 3M | -1.3% | +2.7% | -4.0% | -2.0% |
| 6M | -0.5% | +32.0% | -32.6% | -6.9% |
| YTD | +19.6% | +37.8% | -18.1% | +10.8% |
| 1Y | +22.4% | +45.2% | -22.9% | +12.0% |
| 3Y | +55.9% | +145.3% | -89.4% | +26.1% |
| All | +20.2% | +171.3% | -151.1% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling