+24.7%
VZ vs RVMD
+620.8%
-596.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +0.5% |
| 7D | -1.2% | -3.6% | +2.3% | -1.1% |
| 30D | +5.7% | -1.1% | +6.8% | +5.7% |
| 3M | +8.2% | +41.0% | -32.8% | +7.1% |
| 6M | +1.7% | +105.7% | -104.0% | -0.9% |
| YTD | +28.9% | +155.3% | -126.5% | +24.1% |
| 1Y | +22.7% | +402.7% | -380.0% | +15.0% |
| 3Y | +82.7% | +533.1% | -450.4% | +66.6% |
| 5Y | +26.4% | +583.5% | -557.1% | +13.3% |
| All | +24.7% | +620.8% | -596.1% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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