+72.6%
VZ vs RSG
+452.6%
-379.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | +2.5% | -1.0% | +0.5% |
| 30D | +4.4% | +12.7% | -8.4% | -0.4% |
| 3M | -2.4% | +17.9% | -20.3% | -8.4% |
| 6M | +1.4% | +25.0% | -23.6% | -7.1% |
| YTD | +21.4% | +20.8% | +0.6% | +12.3% |
| 1Y | +20.3% | +24.3% | -4.0% | +10.1% |
| 3Y | +57.4% | +65.3% | -7.9% | +27.4% |
| 5Y | +21.9% | +99.1% | -77.1% | -10.0% |
| All | +72.6% | +452.6% | -379.9% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 10y: compounded portfolio wealth divided by compounded RSG 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…
10y analysis · Full analysis span regression · 6 months rolling