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Stock and ETF performance explorer

RKDA price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-100.0%
VT return
+229.8%
Excess return
-329.8%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-4.9%+0.9%-5.7%-5.7%
7D-8.9%-1.1%-7.8%-7.9%
30D-38.4%-1.0%-37.4%-37.9%
3M-59.7%+3.2%-62.9%-61.0%
6M-78.8%+12.5%-91.3%-81.1%
YTD-78.2%+14.1%-92.3%-80.8%
1Y-87.6%+18.9%-106.5%-89.5%
3Y-88.7%+74.1%-162.7%-93.4%
5Y-99.5%+66.9%-166.4%-99.7%
All-100.0%+229.8%-329.8%-100.0%

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 10y: 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…

10y analysis · Full analysis span regression · 6 months rolling