-24.1%
RKT price history and return analytics
+117.9%
-142.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | -9.0% | +2.4% | -11.3% | -12.1% |
| 30D | +30.2% | -1.5% | +31.7% | +32.6% |
| 3M | -8.8% | -4.1% | -4.7% | -3.1% |
| 6M | -0.9% | +0.6% | -1.5% | -1.3% |
| YTD | -29.2% | +11.0% | -40.2% | -38.4% |
| 1Y | -20.1% | +13.3% | -33.4% | -32.4% |
| 3Y | +81.3% | +73.4% | +7.9% | -19.9% |
| 5Y | -6.6% | +57.4% | -64.0% | -52.0% |
| All | -24.1% | +117.9% | -142.0% | -77.8% |
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