-83.9%
RCKT vs VT
+233.2%
-317.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.9% |
| 7D | 0.0% | +0.4% | -0.4% | -0.7% |
| 30D | +10.3% | +1.0% | +9.3% | +8.7% |
| 3M | +32.2% | +2.4% | +29.8% | +27.3% |
| 6M | -19.9% | +12.0% | -31.9% | -32.3% |
| YTD | +10.0% | +15.3% | -5.4% | -11.3% |
| 1Y | +19.5% | +22.6% | -3.1% | -11.6% |
| 3Y | -75.9% | +74.7% | -150.5% | -89.9% |
| 5Y | -89.3% | +66.1% | -155.4% | -94.8% |
| 10Y | -86.5% | +225.0% | -311.5% | -96.9% |
| All | -83.9% | +233.2% | -317.1% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling