+21.5%
VZ vs RY
+124.6%
-103.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.6% |
| 7D | +5.6% | -1.1% | +6.7% | +5.9% |
| 30D | +1.9% | +4.4% | -2.6% | +0.6% |
| 3M | +0.8% | -2.9% | +3.7% | +1.5% |
| 6M | +0.6% | +15.6% | -15.0% | -3.7% |
| YTD | +20.8% | +21.8% | -1.0% | +13.6% |
| 1Y | +23.9% | +42.6% | -18.6% | +10.7% |
| 3Y | +55.7% | +160.9% | -105.2% | +10.6% |
| 5Y | +21.5% | +126.1% | -104.5% | -8.2% |
| All | +21.5% | +124.6% | -103.1% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling