-99.8%
RKTO vs VT
+146.3%
-246.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -4.1% | -5.0% | -6.2% |
| 7D | -22.1% | -4.2% | -17.9% | -19.6% |
| 30D | -42.7% | -5.8% | -36.9% | -40.1% |
| 3M | -49.7% | -5.2% | -44.5% | -47.8% |
| 6M | -43.4% | +0.1% | -43.5% | -42.9% |
| YTD | -59.4% | +8.2% | -67.6% | -61.0% |
| 1Y | -69.3% | +10.1% | -79.4% | -70.7% |
| 3Y | -67.8% | +69.7% | -137.5% | -75.9% |
| 5Y | -98.5% | +53.4% | -151.9% | -98.9% |
| All | -99.8% | +146.3% | -246.1% | -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