+279.9%
ROKT vs VT
+168.1%
+111.8%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.3% |
| 7D | -1.1% | -0.1% | -0.9% | -0.9% |
| 30D | -10.8% | -0.7% | -10.1% | -10.1% |
| 3M | -9.2% | +4.0% | -13.2% | -12.8% |
| 6M | +3.2% | +12.3% | -9.1% | -8.4% |
| YTD | +25.9% | +14.0% | +11.9% | +10.1% |
| 1Y | +50.3% | +20.3% | +30.0% | +24.6% |
| 3Y | +165.3% | +75.4% | +89.9% | +49.0% |
| 5Y | +171.5% | +66.0% | +105.6% | +61.1% |
| All | +279.9% | +168.1% | +111.8% | +34.4% |
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 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