+16.5%
VZ vs RKT
-4.5%
+20.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +0.7% |
| 7D | +2.4% | +4.6% | -2.3% | +2.2% |
| 30D | +11.2% | +25.9% | -14.7% | +10.5% |
| 3M | 0.0% | +5.0% | -5.0% | -0.2% |
| 6M | +1.3% | -7.9% | +9.2% | +1.3% |
| YTD | +21.3% | -25.4% | +46.6% | +21.5% |
| 1Y | +23.9% | -15.4% | +39.3% | +23.6% |
| 3Y | +57.7% | +83.3% | -25.6% | +51.5% |
| 5Y | +21.2% | -0.8% | +22.0% | +15.9% |
| All | +16.5% | -4.5% | +20.9% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling