+22.4%
VZ vs RGTI
-0.7%
+23.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.0% | +6.9% | -0.1% |
| 7D | +0.9% | +4.9% | -3.9% | +1.0% |
| 30D | +6.9% | -19.2% | +26.1% | +6.9% |
| 3M | +0.6% | -43.9% | +44.5% | +0.5% |
| 6M | +0.3% | -45.8% | +46.1% | +0.2% |
| YTD | +21.9% | -53.4% | +75.3% | +21.8% |
| 1Y | +21.7% | -63.5% | +85.2% | +21.7% |
| 3Y | +58.5% | +964.9% | -906.4% | +53.4% |
| 5Y | +22.4% | -2.1% | +24.5% | +15.2% |
| All | +22.4% | -0.7% | +23.1% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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