+36.9%
RKT vs VTR
+134.0%
-97.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -2.4% |
| 7D | -7.2% | -1.8% | -5.4% | -6.3% |
| 30D | -7.9% | +4.0% | -11.9% | -9.9% |
| 3M | +5.2% | +7.8% | -2.7% | -1.0% |
| 6M | -14.9% | +6.4% | -21.3% | -19.4% |
| YTD | -31.9% | +18.3% | -50.2% | -40.3% |
| 1Y | -36.9% | +33.9% | -70.8% | -50.1% |
| All | +36.9% | +134.0% | -97.1% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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