+1,343.1%
RCKY vs VT
+346.0%
+997.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.4% |
| 7D | +4.2% | -2.3% | +6.5% | +6.6% |
| 30D | +11.1% | -5.0% | +16.1% | +16.5% |
| 3M | +3.7% | -4.9% | +8.5% | +8.5% |
| 6M | +42.9% | -1.5% | +44.4% | +44.3% |
| YTD | +77.1% | +8.5% | +68.6% | +63.3% |
| 1Y | +75.0% | +11.4% | +63.6% | +57.3% |
| 3Y | +149.2% | +70.1% | +79.1% | +56.0% |
| 5Y | +36.7% | +53.7% | -17.0% | -4.4% |
| 10Y | +509.9% | +220.0% | +290.0% | +151.0% |
| All | +1,343.1% | +346.0% | +997.1% | +416.3% |
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 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