-25.7%
RKT vs VUG
+145.6%
-171.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | -2.4% | -1.7% | -0.7% | -0.5% |
| 3M | +1.9% | +2.8% | -0.9% | -0.3% |
| 6M | -13.9% | +13.6% | -27.5% | -23.1% |
| YTD | -30.6% | +8.1% | -38.7% | -35.0% |
| 1Y | -34.4% | +13.1% | -47.4% | -41.1% |
| 3Y | +38.2% | +87.0% | -48.8% | -30.2% |
| 5Y | -9.7% | +76.0% | -85.6% | -52.1% |
| All | -25.7% | +145.6% | -171.3% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 10y: compounded portfolio wealth divided by compounded VUG 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…
10y analysis · Full analysis span regression · 6 months rolling