-10.4%
RKT vs VSH
+62.1%
-72.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -5.1% | +13.8% | +9.2% |
| 7D | +29.7% | -13.6% | +43.4% | +31.6% |
| 30D | +28.5% | -30.4% | +58.9% | +34.2% |
| 3M | +6.4% | -33.3% | +39.7% | +11.1% |
| 6M | +7.1% | -15.1% | +22.2% | +1.1% |
| YTD | -22.5% | +80.2% | -102.7% | -47.8% |
| 1Y | -10.4% | +63.4% | -73.8% | -35.8% |
| All | -10.4% | +62.1% | -72.5% | -35.8% |
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