+710.8%
VZ vs RMD
+37,769.3%
-37,058.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +2.4% | +3.1% | -0.7% | +2.1% |
| 30D | +11.2% | +1.8% | +9.4% | +10.9% |
| 3M | 0.0% | +6.7% | -6.7% | -0.8% |
| 6M | +1.3% | +13.9% | -12.6% | -0.3% |
| YTD | +21.3% | -2.0% | +23.3% | +21.0% |
| 1Y | +23.9% | -5.4% | +29.3% | +24.0% |
| 3Y | +57.7% | +67.4% | -9.7% | +47.9% |
| 5Y | +21.2% | -5.7% | +26.9% | +19.1% |
| 10Y | +70.6% | +338.4% | -267.8% | +43.4% |
| All | +710.8% | +37,769.3% | -37,058.5% | +524.2% |
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