+65.5%
VZ vs RL
+356.1%
-290.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.4% | -0.8% |
| 7D | +2.1% | -4.2% | +6.3% | +2.5% |
| 30D | +1.4% | +4.3% | -2.9% | +0.9% |
| 3M | -1.3% | -4.6% | +3.3% | -1.0% |
| 6M | -0.5% | +1.7% | -2.2% | -1.0% |
| YTD | +19.6% | +7.3% | +12.3% | +18.2% |
| 1Y | +22.4% | +20.8% | +1.6% | +19.5% |
| 3Y | +55.9% | +247.0% | -191.1% | +32.9% |
| 5Y | +20.4% | +225.5% | -205.0% | +1.9% |
| All | +65.5% | +356.1% | -290.5% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 10y: compounded portfolio wealth divided by compounded RL 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…
10y analysis · Full analysis span regression · 6 months rolling