-27.1%
RKT vs VEU
+101.0%
-128.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -1.5% |
| 7D | -6.3% | -1.4% | -4.8% | -4.3% |
| 30D | -6.2% | -0.4% | -5.8% | -5.5% |
| 3M | -1.9% | +2.5% | -4.4% | -5.3% |
| 6M | -13.0% | +11.1% | -24.2% | -24.2% |
| YTD | -31.9% | +16.5% | -48.4% | -44.1% |
| 1Y | -37.6% | +22.9% | -60.5% | -52.2% |
| 3Y | +36.8% | +73.4% | -36.6% | -34.2% |
| 5Y | -9.7% | +56.1% | -65.8% | -51.3% |
| All | -27.1% | +101.0% | -128.0% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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