-19.5%
RKT vs VUG
+3.3%
-22.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.7% | -1.9% |
| 7D | -3.8% | -1.1% | -2.7% | -2.9% |
| 30D | +32.8% | -7.0% | +39.8% | +44.5% |
| 3M | +0.8% | -3.7% | +4.5% | +4.3% |
| 6M | -2.6% | -1.6% | -1.0% | -1.6% |
| YTD | -25.4% | +5.1% | -30.6% | -30.2% |
| All | -19.5% | +3.3% | -22.7% | -22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling