+18.0%
ROCK vs VT
+5.0%
+13.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +3.6% |
| 7D | +13.7% | -0.3% | +14.0% | +14.2% |
| 30D | +8.1% | -1.4% | +9.5% | +10.9% |
| 3M | -9.3% | -1.4% | -7.9% | -6.7% |
| 6M | +18.0% | +5.5% | +12.6% | +4.4% |
| All | +18.0% | +5.0% | +13.1% | +4.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling