+324.4%
VZ vs RBA
+4,058.7%
-3,734.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +5.6% | +7.3% | -1.7% | +4.6% |
| 30D | +1.9% | +16.9% | -15.1% | -0.4% |
| 3M | +0.8% | -0.5% | +1.3% | +0.7% |
| 6M | +0.6% | -10.4% | +11.0% | +1.7% |
| YTD | +20.8% | -7.2% | +28.0% | +21.0% |
| 1Y | +23.9% | -2.2% | +26.2% | +23.2% |
| 3Y | +55.7% | +43.7% | +12.0% | +45.1% |
| 5Y | +21.5% | +38.7% | -17.1% | +12.2% |
| 10Y | +68.5% | +231.7% | -163.3% | +31.9% |
| All | +324.4% | +4,058.7% | -3,734.3% | +158.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling