+82.6%
VOO vs RKT
-11.7%
+94.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.4% |
| 7D | -2.0% | -7.2% | +5.3% | -1.0% |
| 30D | -1.7% | -7.9% | +6.2% | -0.7% |
| 3M | +4.7% | +5.2% | -0.4% | +3.4% |
| 6M | +12.6% | -14.9% | +27.5% | +13.8% |
| YTD | +11.8% | -31.9% | +43.6% | +15.8% |
| 1Y | +17.5% | -36.9% | +54.4% | +22.6% |
| 3Y | +77.0% | +35.7% | +41.3% | +52.0% |
| 5Y | +82.6% | -9.7% | +92.2% | +61.6% |
| All | +82.6% | -11.7% | +94.3% | +61.6% |
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