+21.5%
VZ vs RBA
+48.6%
-27.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +5.6% | +7.3% | -1.7% | +5.1% |
| 30D | +1.9% | +16.9% | -15.1% | +0.7% |
| 3M | +0.8% | -0.5% | +1.3% | +0.7% |
| 6M | +0.6% | -10.4% | +11.0% | +1.2% |
| YTD | +20.8% | -7.2% | +28.0% | +20.7% |
| 1Y | +23.9% | -2.2% | +26.2% | +23.3% |
| 3Y | +55.7% | +43.7% | +12.0% | +49.8% |
| 5Y | +21.5% | +38.7% | -17.1% | +16.5% |
| All | +21.5% | +48.6% | -27.1% | +16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling