+21.4%
VZ vs RGTI
+53.5%
-32.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +0.1% | -2.5% | +2.6% | +0.1% |
| 30D | +7.9% | -9.4% | +17.3% | +7.9% |
| 3M | +13.6% | -37.1% | +50.7% | +13.6% |
| 6M | +1.1% | -14.4% | +15.5% | +1.1% |
| YTD | +29.3% | -31.4% | +60.7% | +29.3% |
| 1Y | +21.2% | +0.5% | +20.7% | +21.1% |
| 3Y | +75.9% | +726.1% | -650.2% | +71.0% |
| 5Y | +24.1% | +56.2% | -32.1% | +15.8% |
| All | +21.4% | +53.5% | -32.1% | +15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling