+95.3%
RKT vs VT
+69.7%
+25.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.3% |
| 7D | +17.7% | -2.3% | +20.0% | +21.5% |
| 30D | +31.6% | -5.0% | +36.6% | +41.0% |
| 3M | +13.9% | -4.9% | +18.8% | +22.2% |
| 6M | +2.8% | -1.5% | +4.3% | +5.8% |
| YTD | -22.2% | +8.5% | -30.7% | -29.0% |
| 1Y | -3.5% | +11.4% | -14.9% | -14.4% |
| 3Y | +95.3% | +70.1% | +25.2% | -44.4% |
| All | +95.3% | +69.7% | +25.5% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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