+23.3%
VZ vs RSP
+19.2%
+4.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.6% |
| 7D | +2.2% | +0.4% | +1.8% | +2.2% |
| 30D | +10.6% | +3.7% | +6.9% | +10.2% |
| 3M | -0.6% | +0.8% | -1.4% | -0.7% |
| 6M | +0.7% | +9.1% | -8.3% | +0.7% |
| YTD | +20.6% | +16.7% | +3.9% | +19.4% |
| All | +23.3% | +19.2% | +4.0% | +20.6% |
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