+65.5%
VZ vs RRC
+63.1%
+2.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | +2.2% | -10.3% | +12.6% | +2.6% |
| 30D | +10.6% | +19.5% | -8.9% | +9.7% |
| 3M | -0.6% | +27.9% | -28.5% | -1.6% |
| 6M | +0.7% | +21.2% | -20.4% | -0.1% |
| YTD | +20.6% | +39.6% | -19.0% | +18.9% |
| 1Y | +22.7% | +31.3% | -8.6% | +21.2% |
| 3Y | +57.2% | +51.9% | +5.3% | +53.5% |
| 5Y | +21.4% | +110.2% | -88.8% | +16.0% |
| 10Y | +65.5% | +56.7% | +8.8% | +49.8% |
| All | +65.5% | +63.1% | +2.4% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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