+21.4%
VZ vs RSG
+97.4%
-76.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +2.2% | +0.3% | +1.9% | +2.1% |
| 30D | +10.6% | +13.8% | -3.2% | +6.5% |
| 3M | -0.6% | +15.4% | -16.0% | -4.7% |
| 6M | +0.7% | +24.1% | -23.4% | -5.4% |
| YTD | +20.6% | +17.8% | +2.8% | +14.7% |
| 1Y | +22.7% | +21.5% | +1.2% | +15.8% |
| 3Y | +57.2% | +63.3% | -6.1% | +38.1% |
| 5Y | +21.4% | +97.3% | -75.9% | -0.7% |
| All | +21.4% | +97.4% | -76.0% | -0.7% |
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 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