+350.7%
VZ vs RSP
+1,132.2%
-781.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +1.5% |
| 7D | +5.6% | -1.4% | +7.1% | +6.4% |
| 30D | +1.9% | +2.1% | -0.3% | +0.6% |
| 3M | +0.8% | -0.9% | +1.7% | +1.2% |
| 6M | +0.6% | +7.5% | -6.9% | -3.5% |
| YTD | +20.8% | +14.6% | +6.2% | +11.6% |
| 1Y | +23.9% | +17.6% | +6.3% | +12.8% |
| 3Y | +55.7% | +60.8% | -5.1% | +17.7% |
| 5Y | +21.5% | +46.1% | -24.6% | -4.3% |
| 10Y | +68.5% | +221.4% | -152.9% | -19.9% |
| All | +350.7% | +1,132.2% | -781.5% | -17.0% |
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