+908.7%
VZ vs RJF
+45,668.0%
-44,759.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | +2.1% | +3.6% | -1.4% | +1.5% |
| 30D | +1.4% | +3.5% | -2.2% | +0.7% |
| 3M | -1.3% | -8.9% | +7.6% | +0.4% |
| 6M | -0.5% | +2.9% | -3.4% | -1.3% |
| YTD | +19.6% | +2.8% | +16.8% | +18.3% |
| 1Y | +22.4% | +2.7% | +19.7% | +20.9% |
| 3Y | +55.9% | +69.3% | -13.4% | +38.1% |
| 5Y | +20.4% | +75.0% | -54.6% | +4.3% |
| 10Y | +66.9% | +378.5% | -311.6% | +14.3% |
| All | +908.7% | +45,668.0% | -44,759.2% | +235.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling