+71.6%
VZ vs RBA
+209.3%
-137.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | +0.9% | +0.6% | +0.3% | +0.9% |
| 30D | +8.9% | +9.0% | 0.0% | +8.0% |
| 3M | +0.1% | +7.2% | -7.0% | -0.7% |
| 6M | +1.9% | -7.8% | +9.7% | +2.4% |
| YTD | +22.0% | -6.4% | +28.4% | +22.0% |
| 1Y | +22.1% | -4.2% | +26.3% | +21.7% |
| 3Y | +58.7% | +64.1% | -5.4% | +48.1% |
| 5Y | +22.3% | +48.4% | -26.1% | +14.3% |
| 10Y | +71.6% | +209.9% | -138.3% | +40.1% |
| All | +71.6% | +209.3% | -137.7% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling