-27.0%
RKT vs VO
+98.9%
-125.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.4% |
| 7D | -7.2% | -2.5% | -4.8% | -3.6% |
| 30D | -7.9% | -3.2% | -4.7% | -3.0% |
| 3M | +5.2% | +3.9% | +1.3% | +0.2% |
| 6M | -14.9% | +9.6% | -24.6% | -24.3% |
| YTD | -31.9% | +11.6% | -43.5% | -40.5% |
| 1Y | -36.9% | +12.6% | -49.5% | -45.4% |
| 3Y | +35.7% | +55.4% | -19.7% | -25.3% |
| 5Y | -9.7% | +41.8% | -51.5% | -43.2% |
| All | -27.0% | +98.9% | -125.9% | -74.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling