+1,137.5%
VRT vs RKT
-9.3%
+1,146.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +10.5% | -9.0% | +19.5% | +11.8% |
| 30D | -9.3% | +30.2% | -39.5% | -13.0% |
| 3M | -29.6% | -8.8% | -20.7% | -29.1% |
| 6M | -45.4% | -0.9% | -44.4% | -46.0% |
| YTD | +24.8% | -29.2% | +54.0% | +27.9% |
| 1Y | +23.6% | -20.1% | +43.7% | +24.4% |
| 3Y | +379.7% | +81.3% | +298.3% | +303.6% |
| 5Y | +660.3% | -6.6% | +666.9% | +550.3% |
| All | +1,137.5% | -9.3% | +1,146.8% | +940.7% |
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