+491.8%
RCKY vs VT
+222.7%
+269.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.4% |
| 7D | -0.5% | +2.9% | -3.4% | -4.1% |
| 30D | +13.2% | -2.5% | +15.7% | +17.0% |
| 3M | +9.3% | -3.3% | +12.7% | +14.1% |
| 6M | +58.3% | +1.5% | +56.8% | +53.7% |
| YTD | +78.4% | +11.4% | +67.0% | +52.9% |
| 1Y | +74.9% | +11.9% | +63.0% | +48.7% |
| 3Y | +151.9% | +73.9% | +78.1% | +22.7% |
| 5Y | +37.1% | +57.9% | -20.8% | -23.2% |
| All | +491.8% | +222.7% | +269.1% | +37.3% |
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