-23.5%
RKT vs VO
+13.5%
-37.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -3.0% |
| 7D | -7.5% | +2.9% | -10.4% | -13.8% |
| 30D | +26.6% | +1.0% | +25.6% | +22.8% |
| 3M | -2.4% | -1.7% | -0.7% | +2.3% |
| 6M | -7.4% | +6.7% | -14.1% | -20.9% |
| YTD | -29.2% | +14.0% | -43.2% | -47.9% |
| 1Y | -23.5% | +13.7% | -37.2% | -43.1% |
| All | -23.5% | +13.5% | -37.0% | -43.1% |
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