-63.8%
RKTO vs VT
+76.6%
-140.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.7% | -6.0% | -6.2% |
| 7D | -18.6% | -0.3% | -18.3% | -18.3% |
| 30D | -37.7% | -1.4% | -36.3% | -36.7% |
| 3M | -46.1% | -1.4% | -44.7% | -45.4% |
| 6M | -37.7% | +5.5% | -43.1% | -40.5% |
| YTD | -55.4% | +12.8% | -68.2% | -60.0% |
| 1Y | -66.5% | +15.4% | -81.9% | -70.5% |
| All | -63.8% | +76.6% | -140.3% | -74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling