+60.5%
VZ vs ROL
+214.4%
-153.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | +0.1% | -1.4% | +1.5% | +0.4% |
| 30D | +7.9% | -4.1% | +12.0% | +8.8% |
| 3M | +13.6% | -22.5% | +36.2% | +19.6% |
| 6M | +1.1% | -37.7% | +38.8% | +11.2% |
| YTD | +29.3% | -39.6% | +68.9% | +42.8% |
| 1Y | +21.2% | -36.0% | +57.3% | +32.0% |
| 3Y | +75.9% | -5.1% | +81.0% | +74.6% |
| 5Y | +24.1% | -3.4% | +27.5% | +20.9% |
| All | +60.5% | +214.4% | -153.9% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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