+93.4%
V vs RKT
-11.2%
+104.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.4% | -0.1% |
| 7D | -2.9% | -1.0% | -2.0% | -2.9% |
| 30D | +1.9% | -2.4% | +4.3% | +2.0% |
| 3M | +13.2% | +1.9% | +11.3% | +12.8% |
| 6M | +16.7% | -13.9% | +30.6% | +17.3% |
| YTD | +5.4% | -30.6% | +36.0% | +7.3% |
| 1Y | +7.7% | -34.4% | +42.0% | +9.8% |
| 3Y | +52.0% | +38.2% | +13.8% | +42.5% |
| 5Y | +67.7% | -9.7% | +77.4% | +56.7% |
| All | +93.4% | -11.2% | +104.6% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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