+113.3%
RAAX vs VT
+158.5%
-45.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +1.8% | +1.0% | +0.8% | +1.2% |
| 30D | +3.0% | -0.2% | +3.3% | +3.2% |
| 3M | +3.4% | +4.5% | -1.1% | +0.8% |
| 6M | +1.1% | +14.1% | -12.9% | -6.4% |
| YTD | +19.6% | +14.8% | +4.8% | +10.2% |
| 1Y | +29.2% | +21.2% | +8.0% | +15.4% |
| 3Y | +73.4% | +76.6% | -3.1% | +23.8% |
| 5Y | +93.9% | +66.6% | +27.3% | +41.6% |
| All | +113.3% | +158.5% | -45.1% | +26.3% |
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