+65.5%
VZ vs ROP
+196.0%
-130.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -0.2% |
| 7D | +2.1% | +2.1% | 0.0% | +1.6% |
| 30D | +1.4% | +32.9% | -31.5% | -5.5% |
| 3M | -1.3% | +20.3% | -21.6% | -5.8% |
| 6M | -0.5% | +36.8% | -37.3% | -8.3% |
| YTD | +19.6% | +8.1% | +11.5% | +16.7% |
| 1Y | +22.4% | +8.3% | +14.1% | +19.3% |
| 3Y | +55.9% | -3.2% | +59.1% | +54.8% |
| 5Y | +20.4% | +1.7% | +18.7% | +16.6% |
| All | +65.5% | +196.0% | -130.4% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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