+21.7%
VZ vs RRX
+36.1%
-14.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | -0.2% |
| 7D | +0.9% | +12.6% | -11.7% | +1.6% |
| 30D | +6.9% | +10.6% | -3.6% | +7.7% |
| 3M | +0.6% | +4.6% | -4.0% | +1.2% |
| 6M | +0.3% | -13.6% | +13.9% | +0.4% |
| YTD | +21.9% | +29.4% | -7.5% | +22.5% |
| 1Y | +21.7% | +31.9% | -10.2% | +22.1% |
| All | +21.7% | +36.1% | -14.4% | +22.1% |
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 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