-10.4%
RKT vs VTV
+28.2%
-38.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.5% | +7.2% | +4.6% |
| 7D | +29.7% | +1.8% | +28.0% | +23.9% |
| 30D | +28.5% | +6.0% | +22.5% | +10.0% |
| 3M | +6.4% | +3.7% | +2.7% | -3.0% |
| 6M | +7.1% | +13.9% | -6.8% | -25.0% |
| YTD | -22.5% | +22.8% | -45.2% | -55.5% |
| 1Y | -10.4% | +27.9% | -38.3% | -55.5% |
| All | -10.4% | +28.2% | -38.7% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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