-20.0%
RKT vs VO
+102.4%
-122.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.8% | -4.8% |
| 7D | +4.6% | -0.2% | +4.8% | +4.7% |
| 30D | +25.9% | +0.5% | +25.4% | +24.8% |
| 3M | +5.0% | -1.1% | +6.1% | +6.9% |
| 6M | -7.9% | +6.4% | -14.3% | -15.1% |
| YTD | -25.4% | +13.5% | -38.9% | -36.6% |
| 1Y | -15.4% | +13.6% | -29.0% | -27.9% |
| 3Y | +83.3% | +65.2% | +18.1% | -8.6% |
| 5Y | -0.8% | +37.7% | -38.5% | -35.9% |
| All | -20.0% | +102.4% | -122.4% | -72.9% |
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