-15.2%
RAVE vs VT
+21.4%
-36.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.7% |
| 7D | -6.5% | +1.0% | -7.5% | -6.8% |
| 30D | -8.0% | -0.2% | -7.7% | -7.9% |
| 3M | -5.9% | +4.5% | -10.4% | -7.7% |
| 6M | +2.5% | +14.1% | -11.6% | -5.4% |
| YTD | -12.4% | +14.8% | -27.2% | -18.9% |
| 1Y | -15.2% | +21.2% | -36.4% | -17.2% |
| All | -15.2% | +21.4% | -36.6% | -17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling