+78.8%
VZ vs RY
+154.9%
-76.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | +0.1% | +3.1% | -3.0% | -0.4% |
| 30D | +7.9% | -0.3% | +8.2% | +7.9% |
| 3M | +13.6% | +8.7% | +5.0% | +12.0% |
| 6M | +1.1% | +28.5% | -27.4% | -3.4% |
| YTD | +29.3% | +25.1% | +4.2% | +24.0% |
| 1Y | +21.2% | +46.3% | -25.0% | +11.6% |
| All | +78.8% | +154.9% | -76.1% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 3y: compounded portfolio wealth divided by compounded RY 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…
3y analysis · Full analysis span regression · 6 months rolling