-32.0%
VST vs RKT
-8.9%
-23.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.6% | +8.9% | +10.3% |
| 7D | -9.8% | +17.7% | -27.5% | -12.0% |
| 30D | -25.1% | +31.6% | -56.8% | -28.5% |
| 3M | -11.6% | +13.9% | -25.5% | -13.4% |
| 6M | -20.9% | +2.8% | -23.7% | -22.3% |
| YTD | -22.3% | -22.2% | -0.1% | -17.2% |
| 1Y | -32.0% | -3.5% | -28.5% | -27.1% |
| All | -32.0% | -8.9% | -23.1% | -27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling