+21.8%
VZ vs ROL
+15.7%
+6.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -0.9% |
| 7D | +1.5% | +3.0% | -1.5% | +0.9% |
| 30D | +4.4% | +19.8% | -15.4% | +0.7% |
| 3M | -2.4% | +7.9% | -10.3% | -4.0% |
| 6M | +1.4% | -25.6% | +27.1% | +6.9% |
| YTD | +21.4% | -34.1% | +55.5% | +30.6% |
| 1Y | +20.3% | -31.4% | +51.7% | +28.3% |
| 3Y | +57.4% | +4.7% | +52.7% | +53.1% |
| All | +21.8% | +15.7% | +6.1% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling