-68.0%
RKTO vs VT
+75.0%
-143.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | -2.3% | +0.4% | -2.7% | -2.8% |
| 30D | -13.2% | +1.0% | -14.2% | -14.3% |
| 3M | -64.8% | +2.4% | -67.2% | -65.5% |
| 6M | -32.6% | +12.0% | -44.6% | -39.6% |
| YTD | -29.9% | +15.3% | -45.2% | -38.9% |
| 1Y | -48.2% | +22.6% | -70.8% | -56.9% |
| All | -68.0% | +75.0% | -143.0% | -81.9% |
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 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