+81.3%
RKT vs VCLT
+14.4%
+66.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +1.2% |
| 7D | -9.0% | -2.3% | -6.7% | -2.5% |
| 30D | +30.2% | +0.8% | +29.4% | +28.2% |
| 3M | -8.8% | -2.7% | -6.2% | -0.7% |
| 6M | -0.9% | -4.3% | +3.4% | +15.1% |
| YTD | -29.2% | -4.3% | -24.9% | -16.5% |
| 1Y | -20.1% | -4.4% | -15.7% | -5.5% |
| 3Y | +81.3% | +13.8% | +67.6% | +40.6% |
| All | +81.3% | +14.4% | +66.9% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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