-89.1%
RCKT price history and return analytics
+66.2%
-155.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -2.9% |
| 7D | -0.5% | +1.0% | -1.5% | -2.4% |
| 30D | +2.8% | -0.2% | +3.0% | +3.3% |
| 3M | +37.4% | +4.5% | +32.9% | +25.8% |
| 6M | -15.9% | +14.1% | -29.9% | -34.4% |
| YTD | +5.7% | +14.8% | -9.1% | -18.7% |
| 1Y | +13.8% | +21.2% | -7.4% | -20.5% |
| 3Y | -76.3% | +76.6% | -152.8% | -92.6% |
| 5Y | -89.1% | +66.6% | -155.7% | -95.7% |
| All | -89.1% | +66.2% | -155.3% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling