+81.3%
RKT vs VOO
+78.5%
+2.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -9.0% | +2.6% | -11.5% | -11.6% |
| 30D | +30.2% | -2.0% | +32.2% | +32.7% |
| 3M | -8.8% | -2.8% | -6.1% | -6.0% |
| 6M | -0.9% | +2.2% | -3.1% | -2.9% |
| YTD | -29.2% | +11.5% | -40.7% | -36.5% |
| 1Y | -20.1% | +13.5% | -33.6% | -29.3% |
| 3Y | +81.3% | +78.1% | +3.2% | -41.4% |
| All | +81.3% | +78.5% | +2.9% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling