+23.9%
VZ vs RRX
+31.1%
-7.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.5% |
| 7D | +2.4% | 0.0% | +2.3% | +2.4% |
| 30D | +11.2% | +9.0% | +2.1% | +11.9% |
| 3M | 0.0% | +4.0% | -4.0% | +0.5% |
| 6M | +1.3% | -15.7% | +17.0% | +1.3% |
| YTD | +21.3% | +29.0% | -7.7% | +22.3% |
| 1Y | +23.9% | +35.2% | -11.3% | +24.6% |
| All | +23.9% | +31.1% | -7.1% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling