+764.5%
VZ vs RMD
+36,837.6%
-36,073.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +0.1% | -5.0% | +5.1% | +0.6% |
| 30D | +7.9% | +2.2% | +5.7% | +7.6% |
| 3M | +13.6% | +17.8% | -4.2% | +11.7% |
| 6M | +1.1% | -11.3% | +12.4% | +2.0% |
| YTD | +29.3% | -4.4% | +33.7% | +29.4% |
| 1Y | +21.2% | -15.7% | +37.0% | +22.8% |
| 3Y | +75.9% | +47.7% | +28.2% | +67.0% |
| 5Y | +24.1% | -19.2% | +43.3% | +23.9% |
| 10Y | +62.4% | +280.4% | -218.0% | +38.4% |
| All | +764.5% | +36,837.6% | -36,073.2% | +567.9% |
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 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