+20.5%
RKT vs VG
-44.6%
+65.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | -0.1% |
| 7D | -9.0% | +14.0% | -22.9% | -7.3% |
| 30D | +30.2% | -1.0% | +31.2% | +30.7% |
| 3M | -8.8% | -2.7% | -6.1% | -8.4% |
| 6M | -0.9% | +1.5% | -2.4% | +1.2% |
| YTD | -29.2% | +93.7% | -122.9% | -28.1% |
| 1Y | -20.1% | +68.5% | -88.6% | -18.7% |
| All | +20.5% | -44.6% | +65.1% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 5y: compounded portfolio wealth divided by compounded VG 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…
5y analysis · Full analysis span regression · 6 months rolling