-25.7%
RKT vs VNQ
+47.7%
-73.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.7% | -1.4% |
| 7D | -1.0% | -0.9% | -0.1% | +0.3% |
| 30D | -2.4% | -2.2% | -0.2% | +0.7% |
| 3M | +1.9% | -1.9% | +3.8% | +4.4% |
| 6M | -13.9% | +3.2% | -17.1% | -16.8% |
| YTD | -30.6% | +9.4% | -40.0% | -38.0% |
| 1Y | -34.4% | +7.5% | -41.9% | -39.6% |
| 3Y | +38.2% | +31.1% | +7.1% | +2.4% |
| 5Y | -9.7% | +6.6% | -16.2% | -17.2% |
| All | -25.7% | +47.7% | -73.4% | -51.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling