+703.2%
VST vs RKT
-4.5%
+707.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +10.9% | -3.8% | +14.7% | +11.2% |
| 30D | -15.6% | +32.8% | -48.5% | -17.3% |
| 3M | -7.8% | +0.8% | -8.6% | -8.0% |
| 6M | -12.0% | -2.6% | -9.3% | -12.3% |
| YTD | -16.9% | -25.4% | +8.5% | -16.1% |
| 1Y | -25.1% | -19.1% | -6.0% | -24.6% |
| 3Y | +297.1% | +83.2% | +213.9% | +280.5% |
| 5Y | +641.9% | +0.8% | +641.1% | +597.8% |
| All | +703.2% | -4.5% | +707.7% | +683.1% |
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