-23.3%
RAMP vs VT
+66.2%
-89.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | -0.2% | +1.0% | -1.2% | -1.4% |
| 30D | -0.2% | -0.2% | +0.1% | 0.0% |
| 3M | +0.7% | +4.5% | -3.9% | -5.0% |
| 6M | +28.4% | +14.1% | +14.4% | +7.8% |
| YTD | +28.5% | +14.8% | +13.7% | +6.8% |
| 1Y | +37.0% | +21.2% | +15.8% | +5.8% |
| 3Y | +24.6% | +76.6% | -52.0% | -42.1% |
| 5Y | -23.3% | +66.6% | -89.9% | -59.3% |
| All | -23.3% | +66.2% | -89.5% | -59.3% |
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 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