+70.6%
VZ vs RMD
+340.4%
-269.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +2.4% | +3.1% | -0.7% | +1.9% |
| 30D | +11.2% | +1.8% | +9.4% | +10.8% |
| 3M | 0.0% | +6.7% | -6.7% | -1.1% |
| 6M | +1.3% | +13.9% | -12.6% | -0.9% |
| YTD | +21.3% | -2.0% | +23.3% | +20.8% |
| 1Y | +23.9% | -5.4% | +29.3% | +24.1% |
| 3Y | +57.7% | +67.4% | -9.7% | +42.9% |
| 5Y | +21.2% | -5.7% | +26.9% | +18.6% |
| 10Y | +70.6% | +338.4% | -267.8% | +48.7% |
| All | +70.6% | +340.4% | -269.8% | +48.7% |
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