+21.7%
VZ vs RVMD
+175.3%
-153.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | -0.2% |
| 7D | +0.9% | -0.7% | +1.7% | +0.9% |
| 30D | +6.9% | -6.4% | +13.4% | +6.7% |
| 3M | +0.6% | -14.1% | +14.7% | +0.1% |
| 6M | +0.3% | +21.0% | -20.7% | +1.2% |
| YTD | +21.9% | +121.4% | -99.5% | +24.6% |
| 1Y | +21.7% | +167.9% | -146.2% | +21.2% |
| All | +21.7% | +175.3% | -153.6% | +21.2% |
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