-24.1%
RKT vs VXUS
+89.2%
-113.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -9.0% | +2.1% | -11.1% | -11.6% |
| 30D | +30.2% | -1.1% | +31.3% | +31.9% |
| 3M | -8.8% | -5.6% | -3.2% | -1.4% |
| 6M | -0.9% | -2.3% | +1.3% | +2.3% |
| YTD | -29.2% | +10.4% | -39.5% | -37.4% |
| 1Y | -20.1% | +13.1% | -33.1% | -31.5% |
| 3Y | +81.3% | +68.0% | +13.3% | -9.1% |
| 5Y | -6.6% | +45.8% | -52.4% | -44.9% |
| All | -24.1% | +89.2% | -113.3% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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