+603.0%
VZ vs RY
+11,602.4%
-10,999.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.0% | -1.0% | +1.1% |
| 7D | +6.9% | +2.5% | +4.5% | +6.1% |
| 30D | +2.3% | +8.4% | -6.2% | -0.3% |
| 3M | 0.0% | +1.2% | -1.2% | -0.5% |
| 6M | +0.2% | +19.4% | -19.1% | -5.3% |
| YTD | +20.9% | +25.4% | -4.5% | +12.3% |
| 1Y | +25.2% | +46.7% | -21.5% | +10.8% |
| 3Y | +55.9% | +168.6% | -112.8% | +13.7% |
| 5Y | +22.6% | +132.3% | -109.7% | -7.1% |
| 10Y | +68.6% | +385.7% | -317.0% | 0.0% |
| All | +603.0% | +11,602.4% | -10,999.4% | +77.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling