-26.6%
RKT vs VTV
+27.0%
-53.6%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.5% |
| 7D | +2.1% | +0.5% | +1.6% | +0.9% |
| 30D | +1.4% | +1.1% | +0.3% | -1.1% |
| 3M | +6.3% | +5.9% | +0.4% | -8.0% |
| 6M | -15.5% | +11.6% | -27.1% | -36.1% |
| YTD | -27.4% | +19.8% | -47.2% | -53.1% |
| 1Y | -26.6% | +26.2% | -52.8% | -57.4% |
| All | -26.6% | +27.0% | -53.6% | -57.4% |
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