+4.3%
RKT vs VO
+36.6%
-32.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.9% | -3.4% |
| 7D | +10.3% | -0.1% | +10.4% | +10.3% |
| 30D | +32.3% | +0.5% | +31.8% | +31.1% |
| 3M | +10.7% | -1.0% | +11.7% | +12.6% |
| 6M | -3.2% | +6.4% | -9.6% | -11.1% |
| YTD | -21.5% | +13.6% | -35.1% | -33.9% |
| 1Y | -6.0% | +14.5% | -20.5% | -21.4% |
| 3Y | +104.2% | +67.2% | +37.0% | -3.8% |
| All | +4.3% | +36.6% | -32.3% | -36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling