+72.7%
RA vs VT
+230.4%
-157.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | -2.1% | +1.0% | -3.1% | -2.7% |
| 3M | +0.8% | +2.4% | -1.6% | -0.8% |
| 6M | -1.4% | +12.0% | -13.4% | -8.3% |
| YTD | +3.9% | +15.3% | -11.5% | -5.3% |
| 1Y | +3.4% | +22.6% | -19.2% | -9.3% |
| 3Y | +37.9% | +74.7% | -36.8% | -5.1% |
| 5Y | +0.8% | +66.1% | -65.3% | -29.0% |
| All | +72.7% | +230.4% | -157.7% | -18.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling