+72.6%
VZ vs RRC
+73.1%
-0.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.4% |
| 7D | +1.5% | +6.4% | -4.9% | +1.2% |
| 30D | +4.4% | +23.9% | -19.5% | +3.4% |
| 3M | -2.4% | +30.2% | -32.5% | -3.4% |
| 6M | +1.4% | +26.3% | -24.8% | +0.4% |
| YTD | +21.4% | +48.1% | -26.7% | +19.4% |
| 1Y | +20.3% | +37.7% | -17.4% | +18.6% |
| 3Y | +57.4% | +60.3% | -2.9% | +53.4% |
| 5Y | +21.9% | +135.3% | -113.3% | +16.1% |
| All | +72.6% | +73.1% | -0.4% | +56.9% |
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