+64.4%
VZ vs RRX
+210.7%
-146.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -1.1% |
| 7D | -1.0% | -0.7% | -0.2% | -0.9% |
| 30D | +5.8% | -8.0% | +13.7% | +6.5% |
| 3M | +10.5% | -25.1% | +35.6% | +12.8% |
| 6M | +1.8% | -18.3% | +20.1% | +2.6% |
| YTD | +28.3% | +14.2% | +14.1% | +24.2% |
| 1Y | +22.0% | +13.0% | +8.9% | +17.9% |
| 3Y | +81.8% | +4.2% | +77.7% | +73.8% |
| 5Y | +25.3% | +17.9% | +7.5% | +14.8% |
| 10Y | +64.4% | +220.4% | -156.0% | +19.1% |
| All | +64.4% | +210.7% | -146.3% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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