+908.7%
VZ vs RRX
+4,066.6%
-3,157.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -1.8% |
| 7D | +2.1% | +7.5% | -5.4% | +0.8% |
| 30D | +1.4% | +3.0% | -1.6% | +0.5% |
| 3M | -1.3% | -5.3% | +4.1% | -1.0% |
| 6M | -0.5% | -26.6% | +26.1% | +2.6% |
| YTD | +19.6% | +21.2% | -1.5% | +12.7% |
| 1Y | +22.4% | +25.9% | -3.6% | +14.4% |
| 3Y | +55.9% | +71.7% | -15.8% | +33.2% |
| 5Y | +20.4% | +7.8% | +12.7% | +9.3% |
| 10Y | +66.9% | +242.9% | -176.0% | +17.1% |
| All | +908.7% | +4,066.6% | -3,157.8% | +399.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling