+128.6%
RKLX vs VT
+37.3%
+91.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -0.5% | +13.2% | +15.3% |
| 7D | +24.5% | -0.1% | +24.6% | +29.4% |
| 30D | -25.2% | -3.1% | -22.2% | -5.2% |
| 3M | -50.7% | -3.5% | -47.2% | -34.4% |
| 6M | -79.7% | +0.5% | -80.1% | -75.6% |
| YTD | -69.7% | +10.8% | -80.5% | -74.1% |
| 1Y | -53.4% | +11.9% | -65.3% | -59.8% |
| All | +128.6% | +37.3% | +91.4% | -2.3% |
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 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