+382.5%
VZ vs RSP
+1,139.7%
-757.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | +0.1% | -0.8% | +0.8% | +0.5% |
| 30D | +7.9% | -0.3% | +8.2% | +8.1% |
| 3M | +13.6% | +4.3% | +9.4% | +11.0% |
| 6M | +1.1% | +8.8% | -7.7% | -3.7% |
| YTD | +29.3% | +15.3% | +14.0% | +19.2% |
| 1Y | +21.2% | +18.3% | +3.0% | +10.1% |
| 3Y | +75.9% | +52.8% | +23.1% | +37.0% |
| 5Y | +24.1% | +51.7% | -27.6% | -4.3% |
| 10Y | +62.4% | +208.5% | -146.1% | -20.7% |
| All | +382.5% | +1,139.7% | -757.1% | -11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling