+149.2%
RCKY vs VT
+69.7%
+79.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.5% |
| 7D | +4.2% | -2.3% | +6.5% | +7.4% |
| 30D | +11.1% | -5.0% | +16.1% | +18.4% |
| 3M | +3.7% | -4.9% | +8.5% | +10.2% |
| 6M | +42.9% | -1.5% | +44.4% | +44.1% |
| YTD | +77.1% | +8.5% | +68.6% | +55.2% |
| 1Y | +75.0% | +11.4% | +63.6% | +47.0% |
| 3Y | +149.2% | +70.1% | +79.1% | +7.4% |
| All | +149.2% | +69.7% | +79.5% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling