+7.7%
V vs RKT
-33.8%
+41.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.4% | -0.2% |
| 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% | +13.0% |
| 6M | +16.7% | -13.9% | +30.6% | +17.2% |
| YTD | +5.4% | -30.6% | +36.0% | +7.6% |
| 1Y | +7.7% | -34.4% | +42.0% | +9.8% |
| All | +7.7% | -33.8% | +41.5% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling