+36.8%
RKT vs VNQ
+30.7%
+6.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -1.3% |
| 7D | -6.3% | -1.3% | -5.0% | -4.3% |
| 30D | -6.2% | -2.6% | -3.6% | -1.9% |
| 3M | -1.9% | -2.0% | +0.2% | +1.1% |
| 6M | -13.0% | +4.3% | -17.3% | -18.4% |
| YTD | -31.9% | +9.2% | -41.2% | -40.8% |
| 1Y | -37.6% | +5.6% | -43.2% | -42.3% |
| 3Y | +36.8% | +30.8% | +6.0% | -13.4% |
| All | +36.8% | +30.7% | +6.1% | -13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling