-23.6%
RKT vs VTV
+147.8%
-171.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -0.6% |
| 7D | +6.0% | +0.3% | +5.7% | +5.6% |
| 30D | +0.7% | +0.1% | +0.5% | +0.6% |
| 3M | +11.8% | +6.2% | +5.6% | +2.7% |
| 6M | -7.6% | +13.5% | -21.1% | -22.3% |
| YTD | -28.7% | +18.9% | -47.5% | -43.6% |
| 1Y | -32.6% | +25.8% | -58.4% | -50.5% |
| 3Y | +42.1% | +68.7% | -26.6% | -30.3% |
| 5Y | -7.2% | +80.3% | -87.5% | -56.5% |
| All | -23.6% | +147.8% | -171.4% | -76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling