-10.4%
RKT vs VO
+16.3%
-26.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.9% | +7.8% | +6.4% |
| 7D | +29.7% | +1.0% | +28.8% | +26.4% |
| 30D | +28.5% | +2.6% | +25.9% | +19.8% |
| 3M | +6.4% | -0.3% | +6.6% | +7.8% |
| 6M | +7.1% | +7.6% | -0.5% | -10.5% |
| YTD | -22.5% | +14.7% | -37.2% | -44.2% |
| 1Y | -10.4% | +16.4% | -26.9% | -38.2% |
| All | -10.4% | +16.3% | -26.7% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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