+361.8%
VRT vs RKT
+85.3%
+276.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.8% | +3.4% |
| 7D | -21.4% | +17.7% | -39.0% | -22.4% |
| 30D | -25.8% | +31.6% | -57.5% | -27.7% |
| 3M | -33.5% | +13.9% | -47.4% | -34.3% |
| 6M | -49.0% | +2.8% | -51.8% | -49.5% |
| YTD | +12.9% | -22.2% | +35.2% | +13.5% |
| 1Y | 0.0% | -3.5% | +3.5% | -1.2% |
| 3Y | +361.8% | +95.3% | +266.5% | +309.8% |
| All | +361.8% | +85.3% | +276.5% | +309.8% |
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