-37.6%
RKT vs VTV
+24.1%
-61.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -2.0% |
| 7D | -6.3% | -1.1% | -5.2% | -3.5% |
| 30D | -6.2% | -1.0% | -5.2% | -3.4% |
| 3M | -1.9% | +4.6% | -6.5% | -12.9% |
| 6M | -13.0% | +13.5% | -26.5% | -37.1% |
| YTD | -31.9% | +18.5% | -50.4% | -55.4% |
| 1Y | -37.6% | +22.9% | -60.5% | -63.0% |
| All | -37.6% | +24.1% | -61.7% | -63.0% |
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