-10.4%
RKT vs VTRS
+90.6%
-101.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.6% | +7.1% | +8.0% |
| 7D | +29.7% | +2.4% | +27.3% | +28.4% |
| 30D | +28.5% | +9.1% | +19.4% | +23.8% |
| 3M | +6.4% | +9.4% | -3.0% | +2.1% |
| 6M | +7.1% | +28.3% | -21.2% | -4.4% |
| YTD | -22.5% | +58.0% | -80.5% | -38.5% |
| 1Y | -10.4% | +89.7% | -100.2% | -36.4% |
| All | -10.4% | +90.6% | -101.1% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling