+231.5%
RKLB vs VZ
+25.6%
+205.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -1.7% |
| 7D | -2.9% | -1.2% | -1.7% | -3.0% |
| 30D | -22.6% | +5.7% | -28.3% | -22.2% |
| 3M | -41.0% | +8.2% | -49.3% | -40.4% |
| 6M | -10.1% | +1.7% | -11.8% | -9.1% |
| YTD | -11.2% | +28.9% | -40.0% | -10.9% |
| 1Y | +34.2% | +22.7% | +11.5% | +35.1% |
| 3Y | +899.4% | +82.7% | +816.7% | +803.0% |
| 5Y | +231.5% | +26.4% | +205.1% | +161.6% |
| All | +231.5% | +25.6% | +205.9% | +161.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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