+36.9%
RKT vs VTV
+66.4%
-29.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -0.6% |
| 7D | -7.2% | -2.1% | -5.2% | -3.8% |
| 30D | -7.9% | -1.3% | -6.6% | -5.6% |
| 3M | +5.2% | +5.6% | -0.4% | -3.9% |
| 6M | -14.9% | +12.4% | -27.3% | -29.2% |
| YTD | -31.9% | +17.6% | -49.5% | -46.9% |
| 1Y | -36.9% | +23.5% | -60.4% | -54.1% |
| All | +36.9% | +66.4% | -29.5% | -54.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling