-7.4%
RKT vs VSH
-18.4%
+11.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.6% | -0.4% | -4.9% |
| 7D | -7.5% | +26.2% | -33.7% | -8.1% |
| 30D | +26.6% | -12.5% | +39.1% | +27.2% |
| 3M | -2.4% | -16.9% | +14.5% | -1.9% |
| 6M | -7.4% | -17.0% | +9.6% | -8.2% |
| All | -7.4% | -18.4% | +11.0% | -8.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling