-26.6%
RKT vs VMC
-8.5%
-18.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.9% |
| 7D | +2.1% | -4.3% | +6.4% | +6.2% |
| 30D | +1.4% | -8.2% | +9.7% | +9.5% |
| 3M | +6.3% | -7.0% | +13.3% | +13.2% |
| 6M | -15.5% | -10.8% | -4.7% | -7.4% |
| YTD | -27.4% | -7.4% | -20.0% | -22.9% |
| 1Y | -26.6% | -9.5% | -17.1% | -20.9% |
| All | -26.6% | -8.5% | -18.1% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling