-26.6%
RKT vs VNQ
+9.6%
-36.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | 0.0% |
| 7D | +2.1% | -1.3% | +3.4% | +4.4% |
| 30D | +1.4% | -2.9% | +4.4% | +6.9% |
| 3M | +6.3% | +0.8% | +5.5% | +3.8% |
| 6M | -15.5% | +2.5% | -17.9% | -19.8% |
| YTD | -27.4% | +10.6% | -38.0% | -39.9% |
| 1Y | -26.6% | +9.1% | -35.7% | -36.7% |
| All | -26.6% | +9.6% | -36.1% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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