+922.4%
VZ vs RRX
+4,334.9%
-3,412.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +2.4% | 0.0% | +2.3% | +2.2% |
| 30D | +11.2% | +9.0% | +2.1% | +9.3% |
| 3M | 0.0% | +4.0% | -4.0% | -1.2% |
| 6M | +1.3% | -15.7% | +17.0% | +2.4% |
| YTD | +21.3% | +29.0% | -7.7% | +13.2% |
| 1Y | +23.9% | +35.2% | -11.3% | +14.6% |
| 3Y | +57.7% | +67.7% | -10.0% | +35.6% |
| 5Y | +21.2% | +14.9% | +6.3% | +8.9% |
| 10Y | +70.6% | +216.8% | -146.3% | +21.7% |
| All | +922.4% | +4,334.9% | -3,412.5% | +401.5% |
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