-24.1%
RKT vs VIG
+125.7%
-149.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -9.0% | +3.5% | -12.4% | -13.8% |
| 30D | +30.2% | +4.9% | +25.3% | +20.7% |
| 3M | -8.8% | +2.5% | -11.4% | -12.3% |
| 6M | -0.9% | +11.0% | -12.0% | -15.2% |
| YTD | -29.2% | +16.0% | -45.2% | -42.7% |
| 1Y | -20.1% | +17.5% | -37.6% | -36.4% |
| 3Y | +81.3% | +67.0% | +14.3% | -15.3% |
| 5Y | -6.6% | +64.8% | -71.4% | -55.3% |
| All | -24.1% | +125.7% | -149.8% | -79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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