+0.8%
RKT vs VSAT
+36.8%
-36.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | -3.8% | +12.5% | -16.3% | -6.0% |
| 30D | +32.8% | +11.0% | +21.8% | +28.9% |
| 3M | +0.8% | -11.1% | +12.0% | +1.4% |
| 6M | -2.6% | +2.8% | -5.4% | -6.3% |
| YTD | -25.4% | +118.0% | -143.4% | -37.7% |
| 1Y | -19.1% | +97.1% | -116.2% | -31.6% |
| 3Y | +83.2% | +296.8% | -213.6% | +22.3% |
| 5Y | +0.8% | +38.7% | -37.8% | -21.1% |
| All | +0.8% | +36.8% | -36.0% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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