-96.5%
RKLZ vs VT
+12.5%
-109.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.7% | -4.1% | +26.8% | -5.3% |
| 7D | +53.8% | -4.2% | +58.0% | +17.3% |
| 30D | +116.5% | -5.8% | +122.3% | +51.0% |
| 3M | +63.2% | -5.2% | +68.4% | +24.0% |
| 6M | -56.7% | +0.1% | -56.8% | -32.7% |
| YTD | -86.0% | +8.2% | -94.2% | -50.8% |
| All | -96.5% | +12.5% | -109.0% | -80.2% |
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