+21.8%
VZ vs RKT
-7.1%
+28.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | -9.0% | +10.4% | +1.9% |
| 30D | +4.4% | +30.2% | -25.8% | +3.2% |
| 3M | -2.4% | -8.8% | +6.5% | -2.2% |
| 6M | +1.4% | -0.9% | +2.4% | +1.1% |
| YTD | +21.4% | -29.2% | +50.6% | +22.1% |
| 1Y | +20.3% | -20.1% | +40.3% | +20.0% |
| 3Y | +57.4% | +81.3% | -24.0% | +42.0% |
| All | +21.8% | -7.1% | +28.9% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling