+63.8%
RAVE vs VT
+57.0%
+6.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | -1.9% | +2.4% | -4.2% | -3.3% |
| 30D | -4.1% | -1.5% | -2.6% | -3.2% |
| 3M | -33.1% | -4.1% | -29.0% | -31.4% |
| 6M | -22.7% | +0.6% | -23.2% | -23.1% |
| YTD | -37.0% | +11.0% | -48.0% | -41.4% |
| 1Y | -31.1% | +13.3% | -44.5% | -36.9% |
| 3Y | -18.4% | +73.4% | -91.8% | -42.7% |
| All | +63.8% | +57.0% | +6.7% | +24.5% |
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