+13.8%
VRT vs RKT
-9.4%
+23.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +8.7% | -21.6% | -13.4% |
| 7D | -15.4% | +29.7% | -45.1% | -17.6% |
| 30D | -19.0% | +28.5% | -47.5% | -21.1% |
| 3M | -23.8% | +6.4% | -30.2% | -23.9% |
| 6M | -37.9% | +7.1% | -45.0% | -38.7% |
| YTD | +27.0% | -22.5% | +49.4% | +23.1% |
| 1Y | +13.8% | -10.4% | +24.2% | +5.8% |
| All | +13.8% | -9.4% | +23.2% | +5.8% |
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