+700.0%
VZ vs RMD
+37,961.9%
-37,261.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.7% | -0.8% |
| 7D | +2.1% | +2.3% | -0.2% | +1.9% |
| 30D | +1.4% | +4.1% | -2.8% | +0.9% |
| 3M | -1.3% | +5.7% | -7.0% | -1.9% |
| 6M | -0.5% | +12.9% | -13.4% | -2.0% |
| YTD | +19.6% | -1.5% | +21.2% | +19.3% |
| 1Y | +22.4% | -4.8% | +27.1% | +22.4% |
| 3Y | +55.9% | +57.5% | -1.6% | +47.0% |
| 5Y | +20.4% | -5.5% | +25.9% | +18.3% |
| 10Y | +66.9% | +357.8% | -290.9% | +39.7% |
| All | +700.0% | +37,961.9% | -37,261.9% | +515.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling