+1,509.5%
VRT vs RKT
-11.2%
+1,520.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.8% | -6.9% | -9.2% |
| 7D | +2.4% | -1.0% | +3.4% | +2.6% |
| 30D | -2.7% | -2.4% | -0.3% | -2.4% |
| 3M | -9.2% | +1.9% | -11.1% | -9.9% |
| 6M | -0.5% | -13.9% | +13.3% | +0.6% |
| YTD | +62.3% | -30.6% | +93.0% | +67.7% |
| 1Y | +109.6% | -34.4% | +143.9% | +117.4% |
| 3Y | +573.1% | +38.2% | +534.9% | +493.4% |
| 5Y | +953.6% | -9.7% | +963.3% | +808.7% |
| All | +1,509.5% | -11.2% | +1,520.8% | +1,264.9% |
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