+990.1%
VZ vs RRX
+3,904.5%
-2,914.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +0.1% | +3.4% | -3.4% | -0.4% |
| 30D | +7.9% | -11.1% | +19.0% | +9.8% |
| 3M | +13.6% | -23.7% | +37.4% | +17.4% |
| 6M | +1.1% | -22.0% | +23.1% | +3.3% |
| YTD | +29.3% | +16.5% | +12.8% | +23.2% |
| 1Y | +21.2% | +11.5% | +9.7% | +15.9% |
| 3Y | +75.9% | +1.5% | +74.4% | +65.1% |
| 5Y | +24.1% | +18.3% | +5.8% | +10.9% |
| 10Y | +62.4% | +209.8% | -147.4% | +16.5% |
| All | +990.1% | +3,904.5% | -2,914.4% | +446.0% |
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