+355.1%
VZ vs RSG
+2,015.2%
-1,660.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.7% |
| 7D | +0.1% | +0.3% | -0.2% | 0.0% |
| 30D | +7.9% | +7.6% | +0.3% | +6.2% |
| 3M | +13.6% | +7.4% | +6.2% | +11.9% |
| 6M | +1.1% | -3.3% | +4.4% | +1.7% |
| YTD | +29.3% | +6.0% | +23.3% | +27.4% |
| 1Y | +21.2% | -3.7% | +24.9% | +21.9% |
| 3Y | +75.9% | +59.1% | +16.8% | +58.2% |
| 5Y | +24.1% | +89.0% | -64.9% | +6.9% |
| 10Y | +62.4% | +412.5% | -350.1% | +13.8% |
| All | +355.1% | +2,015.2% | -1,660.1% | +146.8% |
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 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