+65.5%
VZ vs RCL
+396.5%
-331.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.7% |
| 7D | +2.2% | +5.0% | -2.7% | +2.0% |
| 30D | +10.6% | +19.4% | -8.8% | +9.8% |
| 3M | -0.6% | +5.9% | -6.5% | -0.9% |
| 6M | +0.7% | +23.8% | -23.1% | -0.2% |
| YTD | +20.6% | +22.8% | -2.2% | +19.0% |
| 1Y | +22.7% | +34.3% | -11.5% | +20.6% |
| 3Y | +57.2% | +276.4% | -219.2% | +45.3% |
| 5Y | +21.4% | +281.6% | -260.2% | +10.5% |
| 10Y | +65.5% | +379.0% | -313.5% | +57.8% |
| All | +65.5% | +396.5% | -331.0% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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