+916.9%
VZ vs RJF
+47,070.7%
-46,153.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.2% |
| 7D | +2.2% | +3.4% | -1.1% | +1.6% |
| 30D | +10.6% | +5.9% | +4.6% | +9.4% |
| 3M | -0.6% | -4.6% | +4.0% | +0.2% |
| 6M | +0.7% | +9.5% | -8.7% | -1.2% |
| YTD | +20.6% | +6.0% | +14.6% | +18.6% |
| 1Y | +22.7% | +4.3% | +18.4% | +20.9% |
| 3Y | +57.2% | +76.6% | -19.3% | +38.2% |
| 5Y | +21.4% | +80.6% | -59.2% | +4.6% |
| 10Y | +65.5% | +346.5% | -281.0% | +14.9% |
| All | +916.9% | +47,070.7% | -46,153.8% | +235.8% |
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