-27.1%
RKT vs VIAV
+172.5%
-199.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | -1.0% |
| 7D | -6.3% | +11.2% | -17.4% | -8.9% |
| 30D | -6.2% | -10.1% | +3.9% | -4.3% |
| 3M | -1.9% | -22.9% | +21.0% | +2.0% |
| 6M | -13.0% | +28.8% | -41.8% | -25.7% |
| YTD | -31.9% | +117.5% | -149.4% | -53.5% |
| 1Y | -37.6% | +216.1% | -253.6% | -63.9% |
| 3Y | +36.8% | +292.2% | -255.4% | -32.0% |
| 5Y | -9.7% | +141.0% | -150.7% | -44.1% |
| All | -27.1% | +172.5% | -199.6% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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