+120.0%
RAPP vs VT
+50.1%
+69.9%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | -6.2% | +0.4% | -6.6% | -6.8% |
| 30D | +7.8% | +1.0% | +6.9% | +6.2% |
| 3M | +22.1% | +2.4% | +19.7% | +17.5% |
| 6M | +56.0% | +12.0% | +44.0% | +30.3% |
| YTD | +50.9% | +15.3% | +35.5% | +20.1% |
| 1Y | +198.2% | +22.6% | +175.6% | +116.1% |
| All | +120.0% | +50.1% | +69.9% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling