+150.8%
RCKY price history and return analytics
+74.0%
+76.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | +1.3% | +2.4% | -1.1% | -1.7% |
| 30D | +15.2% | -1.5% | +16.7% | +17.4% |
| 3M | +10.8% | -4.1% | +14.9% | +16.7% |
| 6M | +58.0% | +0.6% | +57.4% | +55.2% |
| YTD | +79.3% | +11.0% | +68.3% | +52.6% |
| 1Y | +74.4% | +13.3% | +61.0% | +43.6% |
| 3Y | +150.8% | +73.4% | +77.4% | +3.4% |
| All | +150.8% | +74.0% | +76.8% | +3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling