-93.2%
RCKT vs VT
+53.2%
-146.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.6% | +1.0% |
| 7D | -4.1% | -4.2% | 0.0% | +4.1% |
| 30D | -1.8% | -5.8% | +4.0% | +10.1% |
| 3M | -30.4% | -5.2% | -25.2% | -23.0% |
| 6M | -31.2% | +0.1% | -31.3% | -31.6% |
| YTD | -30.6% | +8.2% | -38.9% | -40.4% |
| 1Y | -26.7% | +10.1% | -36.8% | -38.8% |
| 3Y | -88.4% | +69.7% | -158.1% | -96.1% |
| 5Y | -93.2% | +53.4% | -146.6% | -97.0% |
| All | -93.2% | +53.2% | -146.4% | -97.0% |
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