-99.8%
RKTO vs VT
+146.8%
-246.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.4% |
| 7D | -17.7% | -2.3% | -15.3% | -16.2% |
| 30D | -40.1% | -5.0% | -35.2% | -37.9% |
| 3M | -49.4% | -4.9% | -44.6% | -47.6% |
| 6M | -45.8% | -1.5% | -44.3% | -44.8% |
| YTD | -59.5% | +8.5% | -68.0% | -61.1% |
| 1Y | -68.7% | +11.4% | -80.0% | -70.3% |
| 3Y | -67.1% | +70.1% | -137.2% | -75.4% |
| 5Y | -98.5% | +53.7% | -152.3% | -98.9% |
| All | -99.8% | +146.8% | -246.6% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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