+797.1%
VST vs RKT
-7.0%
+804.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.6% |
| 7D | +8.9% | +2.1% | +6.8% | +8.7% |
| 30D | +6.2% | +1.4% | +4.8% | +6.1% |
| 3M | -2.7% | +6.3% | -9.0% | -3.4% |
| 6M | -8.4% | -15.5% | +7.1% | -7.9% |
| YTD | -7.2% | -27.4% | +20.2% | -5.9% |
| 1Y | -20.9% | -26.6% | +5.7% | -20.0% |
| 3Y | +384.0% | +41.2% | +342.8% | +369.0% |
| 5Y | +757.1% | -6.4% | +763.5% | +707.5% |
| All | +797.1% | -7.0% | +804.2% | +777.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling