-23.6%
RKT vs VTR
+189.0%
-212.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.5% |
| 7D | +6.0% | -2.4% | +8.4% | +7.4% |
| 30D | +0.7% | -3.7% | +4.4% | +2.5% |
| 3M | +11.8% | +13.5% | -1.7% | +3.0% |
| 6M | -7.6% | +7.2% | -14.8% | -12.2% |
| YTD | -28.7% | +17.6% | -46.2% | -36.0% |
| 1Y | -32.6% | +35.4% | -68.0% | -44.7% |
| 3Y | +42.1% | +132.8% | -90.7% | -16.1% |
| 5Y | -7.2% | +88.7% | -95.8% | -40.3% |
| All | -23.6% | +189.0% | -212.6% | -61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling