+611.0%
VRT vs RKT
+45.2%
+565.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.5% | +4.5% |
| 7D | +9.1% | +2.1% | +7.0% | +8.9% |
| 30D | +0.9% | +1.4% | -0.5% | +0.7% |
| 3M | -13.4% | +6.3% | -19.7% | -14.3% |
| 6M | +11.7% | -15.5% | +27.1% | +12.5% |
| YTD | +73.2% | -27.4% | +100.6% | +75.7% |
| 1Y | +123.4% | -26.6% | +150.0% | +125.6% |
| All | +611.0% | +45.2% | +565.7% | +574.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling