-98.4%
RKLZ vs VT
+15.2%
-113.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -0.5% | -12.6% | -16.3% |
| 7D | -38.1% | -0.1% | -38.0% | -35.7% |
| 30D | -15.1% | -3.1% | -12.0% | -25.6% |
| 3M | -8.7% | -3.5% | -5.2% | -19.9% |
| 6M | -33.7% | +0.5% | -34.2% | -6.0% |
| YTD | -93.5% | +10.8% | -104.3% | -72.2% |
| All | -98.4% | +15.2% | -113.5% | -88.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling