-91.0%
RCKT vs VT
+215.5%
-306.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.4% |
| 7D | -2.3% | -2.3% | +0.1% | +1.7% |
| 30D | -5.9% | -5.0% | -1.0% | +2.4% |
| 3M | -32.6% | -4.9% | -27.7% | -26.9% |
| 6M | -38.2% | -1.5% | -36.7% | -36.7% |
| YTD | -32.1% | +8.5% | -40.5% | -40.0% |
| 1Y | -26.2% | +11.4% | -37.5% | -37.3% |
| 3Y | -88.0% | +70.1% | -158.1% | -95.0% |
| 5Y | -93.4% | +53.7% | -147.1% | -96.5% |
| All | -91.0% | +215.5% | -306.5% | -95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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