+186.8%
RKLX vs VT
+42.9%
+143.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.4% |
| 7D | -1.2% | +0.4% | -1.6% | -3.5% |
| 30D | -29.6% | +1.0% | -30.6% | -32.6% |
| 3M | -78.1% | +2.4% | -80.5% | -78.9% |
| 6M | -57.6% | +12.0% | -69.6% | -70.5% |
| YTD | -62.0% | +15.3% | -77.3% | -76.1% |
| 1Y | -28.8% | +22.6% | -51.4% | -61.6% |
| All | +186.8% | +42.9% | +143.9% | -9.9% |
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