-39.1%
RAIL vs VT
+13.3%
-52.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +3.9% | +3.6% |
| 7D | +28.1% | -0.7% | +28.8% | +29.0% |
| 30D | -14.3% | -1.7% | -12.6% | -12.7% |
| 3M | -30.1% | -2.3% | -27.8% | -28.1% |
| 6M | -35.7% | +1.5% | -37.2% | -37.7% |
| YTD | -51.4% | +12.0% | -63.4% | -58.7% |
| 1Y | -39.1% | +12.9% | -52.0% | -48.6% |
| All | -39.1% | +13.3% | -52.4% | -48.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling