+55.9%
VZ vs RJF
+67.6%
-11.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.9% |
| 7D | +2.1% | +3.6% | -1.4% | +2.0% |
| 30D | +1.4% | +3.5% | -2.2% | +1.2% |
| 3M | -1.3% | -8.9% | +7.6% | -1.0% |
| 6M | -0.5% | +2.9% | -3.4% | -0.5% |
| YTD | +19.6% | +2.8% | +16.8% | +19.5% |
| 1Y | +22.4% | +2.7% | +19.7% | +22.2% |
| 3Y | +55.9% | +69.3% | -13.4% | +46.2% |
| All | +55.9% | +67.6% | -11.7% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling