+282.1%
ROKT price history and return analytics
+168.2%
+113.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.1% |
| 7D | -1.1% | -1.1% | 0.0% | +0.1% |
| 30D | -11.6% | -1.0% | -10.6% | -10.6% |
| 3M | -13.4% | +3.2% | -16.6% | -16.2% |
| 6M | +5.0% | +12.5% | -7.5% | -7.0% |
| YTD | +26.6% | +14.1% | +12.6% | +10.7% |
| 1Y | +47.5% | +18.9% | +28.6% | +23.8% |
| 3Y | +168.4% | +74.1% | +94.3% | +51.9% |
| 5Y | +174.6% | +66.9% | +107.8% | +62.0% |
| All | +282.1% | +168.2% | +113.9% | +35.2% |
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