+23.9%
VZ vs RVMD
+212.7%
-188.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.1% | +0.4% |
| 7D | +2.4% | -0.6% | +3.0% | +2.4% |
| 30D | +11.2% | +1.7% | +9.4% | +11.4% |
| 3M | 0.0% | -6.7% | +6.7% | -0.2% |
| 6M | +1.3% | +36.1% | -34.8% | +2.6% |
| YTD | +21.3% | +142.4% | -121.1% | +24.3% |
| 1Y | +23.9% | +207.8% | -183.8% | +22.2% |
| All | +23.9% | +212.7% | -188.8% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling