-1.3%
RCKY price history and return analytics
+63.7%
-64.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +1.6% |
| 7D | -0.5% | -2.0% | +1.5% | +2.3% |
| 30D | -8.4% | -1.4% | -7.0% | -6.6% |
| 3M | +12.7% | +4.7% | +8.0% | +4.8% |
| 6M | -1.4% | +11.4% | -12.7% | -16.6% |
| YTD | +49.4% | +13.1% | +36.3% | +23.5% |
| 1Y | +52.2% | +19.0% | +33.2% | +16.4% |
| 3Y | +198.9% | +73.9% | +125.0% | +33.9% |
| 5Y | -1.3% | +65.4% | -66.7% | -54.5% |
| All | -1.3% | +63.7% | -64.9% | -54.5% |
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