-27.1%
RKT vs VEA
+113.0%
-140.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.1% | -1.6% |
| 7D | -6.3% | -1.5% | -4.8% | -4.3% |
| 30D | -6.2% | -0.8% | -5.4% | -4.9% |
| 3M | -1.9% | +2.5% | -4.3% | -5.1% |
| 6M | -13.0% | +11.1% | -24.1% | -23.9% |
| YTD | -31.9% | +17.2% | -49.1% | -44.3% |
| 1Y | -37.6% | +24.5% | -62.1% | -52.7% |
| 3Y | +36.8% | +75.4% | -38.6% | -33.8% |
| 5Y | -9.7% | +61.1% | -70.8% | -52.5% |
| All | -27.1% | +113.0% | -140.1% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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