+142.2%
VTI vs RKT
-8.7%
+150.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.4% |
| 7D | +0.6% | +6.0% | -5.3% | +0.1% |
| 30D | -1.1% | +0.7% | -1.8% | -1.2% |
| 3M | +3.9% | +11.8% | -7.9% | +2.4% |
| 6M | +14.6% | -7.6% | +22.2% | +14.7% |
| YTD | +13.3% | -28.7% | +42.0% | +15.7% |
| 1Y | +19.2% | -32.6% | +51.7% | +22.0% |
| 3Y | +77.4% | +42.1% | +35.3% | +63.3% |
| 5Y | +74.0% | -7.2% | +81.2% | +58.9% |
| All | +142.2% | -8.7% | +150.9% | +117.7% |
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