-18.0%
RKT vs VT
+112.4%
-130.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +4.9% |
| 7D | +24.3% | -4.2% | +28.5% | +32.2% |
| 30D | +27.9% | -5.8% | +33.7% | +39.4% |
| 3M | +6.9% | -5.2% | +12.2% | +15.8% |
| 6M | +5.2% | +0.1% | +5.1% | +5.6% |
| YTD | -23.5% | +8.2% | -31.7% | -30.8% |
| 1Y | -9.1% | +10.1% | -19.2% | -19.5% |
| 3Y | +81.5% | +69.7% | +11.8% | -17.1% |
| 5Y | -2.0% | +53.4% | -55.4% | -47.6% |
| All | -18.0% | +112.4% | -130.4% | -75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling