+21.4%
VZ vs RCL
+278.1%
-256.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.8% |
| 7D | +2.2% | +5.0% | -2.7% | +2.2% |
| 30D | +10.6% | +19.4% | -8.8% | +10.4% |
| 3M | -0.6% | +5.9% | -6.5% | -0.7% |
| 6M | +0.7% | +23.8% | -23.1% | +0.5% |
| YTD | +20.6% | +22.8% | -2.2% | +19.9% |
| 1Y | +22.7% | +34.3% | -11.5% | +21.7% |
| 3Y | +57.2% | +276.4% | -219.2% | +48.8% |
| 5Y | +21.4% | +281.6% | -260.2% | +12.5% |
| All | +21.4% | +278.1% | -256.8% | +12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling