-92.8%
RCKT vs VT
+57.4%
-150.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.5% | +1.2% |
| 7D | +2.4% | +0.4% | +2.1% | +1.9% |
| 30D | -1.2% | -2.6% | +1.4% | +4.2% |
| 3M | -29.9% | -3.2% | -26.7% | -25.3% |
| 6M | -30.3% | +0.9% | -31.2% | -31.8% |
| YTD | -27.9% | +11.3% | -39.2% | -41.2% |
| 1Y | -20.2% | +14.0% | -34.2% | -37.6% |
| 3Y | -86.1% | +75.8% | -161.9% | -95.7% |
| 5Y | -92.8% | +57.8% | -150.6% | -96.9% |
| All | -92.8% | +57.4% | -150.2% | -96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling