-99.7%
RKDA vs VT
+58.5%
-158.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.1% |
| 7D | +32.9% | +2.9% | +30.0% | +29.9% |
| 30D | +6.7% | -2.5% | +9.2% | +9.6% |
| 3M | -68.3% | -3.3% | -65.0% | -67.2% |
| 6M | -79.1% | +1.5% | -80.6% | -79.3% |
| YTD | -88.8% | +11.4% | -100.1% | -89.9% |
| 1Y | -93.8% | +11.9% | -105.7% | -94.4% |
| 3Y | -92.9% | +73.9% | -166.8% | -95.8% |
| 5Y | -99.7% | +57.9% | -157.6% | -99.8% |
| All | -99.7% | +58.5% | -158.3% | -99.8% |
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