+57.2%
VZ vs RL
+254.6%
-197.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.8% | -5.0% | +0.9% |
| 7D | +2.2% | +0.2% | +2.0% | +2.2% |
| 30D | +10.6% | +7.3% | +3.3% | +10.8% |
| 3M | -0.6% | +1.0% | -1.6% | -0.6% |
| 6M | +0.7% | +11.8% | -11.0% | +1.0% |
| YTD | +20.6% | +13.6% | +7.0% | +21.1% |
| 1Y | +22.7% | +24.0% | -1.3% | +23.7% |
| 3Y | +57.2% | +256.6% | -199.3% | +57.7% |
| All | +57.2% | +254.6% | -197.3% | +57.7% |
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