+99.1%
V vs RKT
0.0%
+99.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.1% |
| 7D | +2.2% | +17.7% | -15.5% | +0.5% |
| 30D | +13.6% | +31.6% | -18.1% | +10.4% |
| 3M | +14.3% | +13.9% | +0.4% | +12.5% |
| 6M | +33.1% | +2.8% | +30.3% | +31.7% |
| YTD | +21.2% | -22.2% | +43.4% | +22.7% |
| 1Y | +26.4% | -3.5% | +30.0% | +24.8% |
| 3Y | +77.6% | +95.3% | -17.7% | +49.0% |
| All | +99.1% | 0.0% | +99.1% | +103.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling