+25.5%
VZ vs RIG
+60.3%
-34.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.8% |
| 7D | +0.1% | +0.9% | -0.8% | 0.0% |
| 30D | +7.9% | +13.8% | -5.9% | +7.5% |
| 3M | +13.6% | -6.4% | +20.0% | +13.8% |
| 6M | +1.1% | -8.2% | +9.3% | +1.1% |
| YTD | +29.3% | +41.6% | -12.4% | +27.8% |
| 1Y | +21.2% | +88.7% | -67.5% | +18.8% |
| 3Y | +75.9% | -30.9% | +106.7% | +76.6% |
| All | +25.5% | +60.3% | -34.8% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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