+71.6%
VZ vs RSP
+216.5%
-144.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.3% |
| 7D | +0.9% | -0.3% | +1.2% | +1.0% |
| 30D | +8.9% | +4.4% | +4.5% | +6.9% |
| 3M | +0.1% | +1.3% | -1.2% | -0.5% |
| 6M | +1.9% | +10.0% | -8.1% | -2.2% |
| YTD | +22.0% | +17.6% | +4.4% | +13.5% |
| 1Y | +22.1% | +19.2% | +2.9% | +12.9% |
| 3Y | +58.7% | +66.0% | -7.4% | +25.6% |
| 5Y | +22.3% | +50.4% | -28.1% | +0.3% |
| 10Y | +71.6% | +215.7% | -144.0% | -1.8% |
| All | +71.6% | +216.5% | -144.8% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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