-7.2%
RKT vs VO
+43.2%
-50.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -0.9% |
| 7D | +6.0% | +0.6% | +5.4% | +5.0% |
| 30D | +0.7% | -1.1% | +1.7% | +2.6% |
| 3M | +11.8% | +4.5% | +7.3% | +5.4% |
| 6M | -7.6% | +11.1% | -18.7% | -19.8% |
| YTD | -28.7% | +13.5% | -42.2% | -39.7% |
| 1Y | -32.6% | +14.5% | -47.1% | -43.5% |
| 3Y | +42.1% | +58.1% | -16.0% | -26.1% |
| 5Y | -7.2% | +43.3% | -50.4% | -45.2% |
| All | -7.2% | +43.2% | -50.4% | -45.2% |
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 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