+39.4%
RKT vs VIG
+55.4%
-16.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.2% | -1.9% |
| 7D | -1.0% | -1.2% | +0.2% | +1.1% |
| 30D | -2.4% | -2.8% | +0.4% | +2.5% |
| 3M | +1.9% | +2.5% | -0.6% | -1.4% |
| 6M | -13.9% | +8.1% | -22.0% | -22.8% |
| YTD | -30.6% | +9.6% | -40.2% | -38.8% |
| 1Y | -34.4% | +14.2% | -48.5% | -45.0% |
| All | +39.4% | +55.4% | -16.0% | -45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling