-98.1%
RKLZ vs VT
+15.7%
-113.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.2% | +2.6% | -24.8% | -4.1% |
| 7D | -35.3% | +0.4% | -35.7% | -29.9% |
| 30D | -2.3% | -2.6% | +0.3% | -11.1% |
| 3M | +11.8% | -3.2% | +15.0% | +0.6% |
| 6M | -23.8% | +0.9% | -24.7% | +12.3% |
| YTD | -92.5% | +11.3% | -103.8% | -66.7% |
| All | -98.1% | +15.7% | -113.9% | -86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling