-100.0%
RKDA vs VT
+199.9%
-299.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -4.1% | +9.8% | +9.8% |
| 7D | -2.3% | -4.2% | +1.8% | +1.6% |
| 30D | -44.0% | -5.8% | -38.2% | -40.5% |
| 3M | -76.2% | -5.2% | -71.0% | -74.9% |
| 6M | -85.5% | +0.1% | -85.6% | -85.5% |
| YTD | -91.6% | +8.2% | -99.8% | -92.2% |
| 1Y | -95.5% | +10.1% | -105.6% | -96.0% |
| 3Y | -95.2% | +69.7% | -164.8% | -97.2% |
| 5Y | -99.8% | +53.4% | -153.2% | -99.9% |
| 10Y | -100.0% | +219.2% | -319.2% | -100.0% |
| All | -100.0% | +199.9% | -299.9% | -100.0% |
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