-11.4%
RKT vs VTRS
+47.1%
-58.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | -6.3% | -2.2% | -4.1% | -5.4% |
| 30D | -6.2% | +3.3% | -9.5% | -7.4% |
| 3M | -1.9% | +2.0% | -3.8% | -2.9% |
| 6M | -13.0% | +19.9% | -32.9% | -19.5% |
| YTD | -31.9% | +35.7% | -67.7% | -40.5% |
| 1Y | -37.6% | +68.1% | -105.7% | -50.1% |
| 3Y | +36.8% | +87.1% | -50.3% | +0.9% |
| All | -11.4% | +47.1% | -58.6% | -37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling