+51.4%
RAL vs VT
+27.3%
+24.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -2.1% |
| 7D | +2.4% | -0.3% | +2.7% | +2.9% |
| 30D | -3.2% | -1.4% | -1.8% | -0.9% |
| 3M | +7.1% | -1.4% | +8.5% | +9.5% |
| 6M | +57.4% | +5.5% | +51.9% | +43.6% |
| YTD | +41.0% | +12.8% | +28.2% | +17.1% |
| 1Y | +66.4% | +15.4% | +51.0% | +33.9% |
| All | +51.4% | +27.3% | +24.2% | +10.6% |
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 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