+576.0%
RKLB vs VZ
+17.9%
+558.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.5% |
| 7D | +5.3% | +0.2% | +5.1% | +5.3% |
| 30D | -20.5% | +7.1% | -27.6% | -20.1% |
| 3M | -42.0% | +12.8% | -54.9% | -41.5% |
| 6M | -6.0% | +1.8% | -7.8% | -5.0% |
| YTD | -5.6% | +30.0% | -35.6% | -5.5% |
| 1Y | +38.0% | +24.3% | +13.7% | +38.5% |
| 3Y | +962.4% | +84.3% | +878.1% | +861.5% |
| 5Y | +336.5% | +25.9% | +310.6% | +292.0% |
| All | +576.0% | +17.9% | +558.1% | +499.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling