+326.9%
VZ vs RSG
+2,259.5%
-1,932.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | +2.4% | +2.0% | +0.4% | +1.9% |
| 30D | +11.2% | +14.2% | -3.0% | +8.0% |
| 3M | 0.0% | +15.8% | -15.8% | -3.2% |
| 6M | +1.3% | +24.6% | -23.3% | -3.6% |
| YTD | +21.3% | +18.2% | +3.0% | +16.7% |
| 1Y | +23.9% | +22.8% | +1.2% | +18.3% |
| 3Y | +57.7% | +62.4% | -4.7% | +41.2% |
| 5Y | +21.2% | +96.0% | -74.8% | +3.5% |
| 10Y | +70.6% | +448.5% | -378.0% | +17.6% |
| All | +326.9% | +2,259.5% | -1,932.6% | +126.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling