-16.9%
RAIL vs VT
+53.4%
-70.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +1.9% | +1.9% |
| 7D | +1.7% | -2.3% | +4.0% | +4.6% |
| 30D | -32.6% | -5.0% | -27.6% | -28.3% |
| 3M | -45.0% | -4.9% | -40.1% | -41.5% |
| 6M | -46.5% | -1.5% | -44.9% | -45.7% |
| YTD | -61.7% | +8.5% | -70.2% | -65.6% |
| 1Y | -49.0% | +11.4% | -60.4% | -55.6% |
| 3Y | +57.0% | +70.1% | -13.0% | -12.8% |
| All | -16.9% | +53.4% | -70.3% | -40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling