+25.3%
VZ vs RSG
+90.2%
-64.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | -1.0% | 0.0% | -0.9% | -1.0% |
| 30D | +5.8% | +3.7% | +2.1% | +4.7% |
| 3M | +10.5% | +6.2% | +4.3% | +8.7% |
| 6M | +1.8% | -2.8% | +4.6% | +2.4% |
| YTD | +28.3% | +5.9% | +22.4% | +26.0% |
| 1Y | +22.0% | -1.8% | +23.7% | +22.1% |
| 3Y | +81.8% | +57.5% | +24.4% | +62.6% |
| 5Y | +25.3% | +91.1% | -65.7% | +5.8% |
| All | +25.3% | +90.2% | -64.9% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling