+437.3%
VZ vs RL
+1,498.4%
-1,061.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.3% | +7.2% | +1.0% |
| 7D | +5.6% | -4.7% | +10.3% | +6.3% |
| 30D | +1.9% | +3.6% | -1.7% | +1.2% |
| 3M | +0.8% | +0.5% | +0.2% | +0.5% |
| 6M | +0.6% | +6.6% | -6.0% | -0.9% |
| YTD | +20.8% | +8.8% | +11.9% | +18.1% |
| 1Y | +23.9% | +21.8% | +2.2% | +19.1% |
| 3Y | +55.7% | +245.8% | -190.1% | +23.7% |
| 5Y | +21.5% | +230.0% | -208.4% | -4.7% |
| 10Y | +68.5% | +369.4% | -301.0% | +16.5% |
| All | +437.3% | +1,498.4% | -1,061.1% | +164.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling