+21.2%
VZ vs RACE
+69.7%
-48.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +2.4% | +0.2% | +2.1% | +2.3% |
| 30D | +11.2% | +6.6% | +4.6% | +10.6% |
| 3M | 0.0% | +2.2% | -2.2% | -0.2% |
| 6M | +1.3% | +22.4% | -21.1% | -0.4% |
| YTD | +21.3% | +13.8% | +7.5% | +19.8% |
| 1Y | +23.9% | +2.2% | +21.7% | +23.4% |
| 3Y | +57.7% | +25.6% | +32.1% | +51.9% |
| 5Y | +21.2% | +71.0% | -49.8% | +7.6% |
| All | +21.2% | +69.7% | -48.5% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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