+22.6%
VZ vs RMD
-1.9%
+24.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.5% |
| 7D | +0.9% | -0.8% | +1.8% | +1.0% |
| 30D | +8.9% | +1.7% | +7.3% | +8.6% |
| 3M | +0.1% | +6.4% | -6.3% | -0.6% |
| 6M | +1.9% | +20.7% | -18.8% | -0.1% |
| YTD | +22.0% | -0.2% | +22.2% | +21.4% |
| 1Y | +22.1% | -4.5% | +26.6% | +22.0% |
| 3Y | +58.7% | +70.5% | -11.9% | +48.2% |
| All | +22.6% | -1.9% | +24.5% | +18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling