+59.9%
VZ vs RMD
+278.3%
-218.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +0.1% | -5.0% | +5.1% | +0.8% |
| 30D | +7.9% | +2.2% | +5.7% | +7.5% |
| 3M | +13.6% | +17.8% | -4.2% | +11.0% |
| 6M | +1.1% | -11.3% | +12.4% | +2.4% |
| YTD | +29.3% | -4.4% | +33.7% | +29.5% |
| 1Y | +21.2% | -15.7% | +37.0% | +23.4% |
| 3Y | +75.9% | +47.7% | +28.2% | +62.4% |
| 5Y | +24.1% | -19.2% | +43.3% | +24.7% |
| All | +59.9% | +278.3% | -218.4% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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