+21.8%
VZ vs RDW
-30.2%
+52.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | -0.4% |
| 7D | +1.5% | +7.2% | -5.7% | +1.5% |
| 30D | +4.4% | -10.3% | +14.7% | +4.3% |
| 3M | -2.4% | -41.4% | +39.1% | -2.6% |
| 6M | +1.4% | -32.5% | +34.0% | +1.2% |
| YTD | +21.4% | +1.7% | +19.7% | +20.7% |
| 1Y | +20.3% | +39.0% | -18.8% | +19.3% |
| 3Y | +57.4% | +214.2% | -156.9% | +49.4% |
| All | +21.8% | -30.2% | +52.0% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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