+65.5%
VZ vs ROP
+189.6%
-124.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +1.1% |
| 7D | +2.2% | -1.6% | +3.9% | +2.6% |
| 30D | +10.6% | +29.5% | -19.0% | +3.7% |
| 3M | -0.6% | +17.5% | -18.2% | -4.6% |
| 6M | +0.7% | +38.1% | -37.3% | -7.3% |
| YTD | +20.6% | +7.0% | +13.6% | +17.9% |
| 1Y | +22.7% | +6.5% | +16.2% | +20.1% |
| 3Y | +57.2% | -5.5% | +62.7% | +57.1% |
| 5Y | +21.4% | -0.4% | +21.8% | +18.2% |
| 10Y | +65.5% | +183.6% | -118.1% | +28.8% |
| All | +65.5% | +189.6% | -124.1% | +28.8% |
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