+22.4%
VZ vs RSP
+17.3%
+5.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.9% |
| 7D | +2.1% | -1.0% | +3.2% | +2.3% |
| 30D | +1.4% | +2.6% | -1.2% | +1.2% |
| 3M | -1.3% | -0.8% | -0.5% | -1.1% |
| 6M | -0.5% | +6.3% | -6.8% | -0.3% |
| YTD | +19.6% | +14.1% | +5.5% | +18.7% |
| 1Y | +22.4% | +18.0% | +4.4% | +19.5% |
| All | +22.4% | +17.3% | +5.1% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling