-26.6%
RKT vs VSH
+118.1%
-144.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.4% | -5.6% | -1.8% |
| 7D | +2.1% | +4.1% | -2.0% | +1.4% |
| 30D | +1.4% | -4.2% | +5.6% | +1.9% |
| 3M | +6.3% | -50.0% | +56.2% | +19.8% |
| 6M | -15.5% | +80.2% | -95.6% | -33.2% |
| YTD | -27.4% | +121.1% | -148.5% | -47.2% |
| 1Y | -26.6% | +112.0% | -138.6% | -47.5% |
| All | -26.6% | +118.1% | -144.7% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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