+154.0%
RKLX vs VT
+38.8%
+115.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.1% | +10.0% | +4.8% |
| 7D | +50.7% | -0.7% | +51.4% | +64.6% |
| 30D | -10.3% | -1.7% | -8.6% | +5.9% |
| 3M | -44.7% | -2.3% | -42.4% | -31.1% |
| 6M | -81.5% | +1.5% | -83.1% | -79.1% |
| YTD | -66.3% | +12.0% | -78.4% | -72.8% |
| 1Y | -46.9% | +12.9% | -59.7% | -56.2% |
| All | +154.0% | +38.8% | +115.2% | +2.4% |
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