+78.8%
VZ vs RL
+212.5%
-133.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -2.9% | -0.9% |
| 7D | +0.1% | -0.8% | +0.9% | +0.1% |
| 30D | +7.9% | -7.8% | +15.7% | +7.8% |
| 3M | +13.6% | -4.0% | +17.6% | +13.6% |
| 6M | +1.1% | -1.9% | +3.0% | +1.2% |
| YTD | +29.3% | -0.2% | +29.5% | +29.4% |
| 1Y | +21.2% | +10.7% | +10.6% | +21.7% |
| All | +78.8% | +212.5% | -133.7% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling