+36.9%
RKT vs VEA
+73.9%
-37.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | 0.0% |
| 7D | -7.2% | -2.1% | -5.2% | -4.3% |
| 30D | -7.9% | -1.1% | -6.8% | -6.2% |
| 3M | +5.2% | +5.1% | +0.1% | -2.1% |
| 6M | -14.9% | +9.8% | -24.7% | -24.9% |
| YTD | -31.9% | +15.9% | -47.8% | -44.0% |
| 1Y | -36.9% | +24.6% | -61.4% | -52.8% |
| All | +36.9% | +73.9% | -37.0% | -45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling