+200.9%
RKLX vs VT
+42.2%
+158.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +7.6% |
| 7D | +10.4% | +1.0% | +9.4% | +4.3% |
| 30D | -39.2% | -0.2% | -39.0% | -38.3% |
| 3M | -74.1% | +4.5% | -78.7% | -77.9% |
| 6M | -53.2% | +14.1% | -67.3% | -70.0% |
| YTD | -60.1% | +14.8% | -74.9% | -74.3% |
| 1Y | -39.0% | +21.2% | -60.1% | -65.4% |
| All | +200.9% | +42.2% | +158.7% | -3.0% |
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 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