-51.1%
ROCK vs VT
+69.7%
-120.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.1% |
| 7D | -19.0% | -2.3% | -16.7% | -14.1% |
| 30D | -15.5% | -5.0% | -10.6% | -6.8% |
| 3M | -36.1% | -4.9% | -31.2% | -29.4% |
| 6M | -14.3% | -1.5% | -12.8% | -9.5% |
| YTD | -34.3% | +8.5% | -42.8% | -39.2% |
| 1Y | -45.5% | +11.4% | -56.8% | -51.2% |
| 3Y | -51.1% | +70.1% | -121.1% | -75.8% |
| All | -51.1% | +69.7% | -120.8% | -75.8% |
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