+14.9%
VZ vs RKT
-0.4%
+15.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.6% | -1.0% |
| 7D | +2.1% | +17.7% | -15.5% | +1.7% |
| 30D | +1.4% | +31.6% | -30.3% | +0.7% |
| 3M | -1.3% | +13.9% | -15.2% | -1.7% |
| 6M | -0.5% | +2.8% | -3.3% | -0.8% |
| YTD | +19.6% | -22.2% | +41.9% | +19.7% |
| 1Y | +22.4% | -3.5% | +25.9% | +21.6% |
| 3Y | +55.9% | +95.3% | -39.4% | +49.5% |
| 5Y | +20.4% | -0.4% | +20.8% | +15.0% |
| All | +14.9% | -0.4% | +15.3% | +9.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling