-98.5%
RKLZ vs VT
+15.8%
-114.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.6% | +1.7% |
| 7D | -56.1% | +2.9% | -59.0% | -44.3% |
| 30D | -28.5% | -2.5% | -25.9% | -34.3% |
| 3M | -11.2% | -3.3% | -7.9% | -20.6% |
| 6M | -18.4% | +1.5% | -19.9% | +25.6% |
| YTD | -93.8% | +11.4% | -105.2% | -72.6% |
| All | -98.5% | +15.8% | -114.2% | -89.0% |
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 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