+14.0%
RAPP vs VT
+40.9%
-26.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -4.1% | -4.4% | -2.7% |
| 7D | -2.0% | -4.2% | +2.1% | +4.2% |
| 30D | -23.9% | -5.8% | -18.1% | -17.1% |
| 3M | -44.1% | -5.2% | -38.9% | -39.6% |
| 6M | -33.4% | +0.1% | -33.5% | -34.0% |
| YTD | -21.8% | +8.2% | -30.1% | -31.7% |
| 1Y | -9.4% | +10.1% | -19.5% | -23.0% |
| All | +14.0% | +40.9% | -26.8% | -28.8% |
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