+24.3%
VZ vs RJF
+8.4%
+15.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.5% |
| 7D | +0.2% | +1.8% | -1.5% | +0.3% |
| 30D | +7.1% | 0.0% | +7.1% | +7.1% |
| 3M | +12.8% | +18.0% | -5.1% | +13.9% |
| 6M | +1.8% | +17.0% | -15.2% | +2.8% |
| YTD | +30.0% | +11.1% | +18.9% | +30.4% |
| 1Y | +24.3% | +8.0% | +16.4% | +24.0% |
| All | +24.3% | +8.4% | +15.9% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling