-75.5%
RC vs VT
+214.8%
-290.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.1% | -1.3% |
| 7D | -7.0% | -4.2% | -2.8% | -1.9% |
| 30D | -4.5% | -5.8% | +1.3% | +2.7% |
| 3M | -30.0% | -5.2% | -24.7% | -24.9% |
| 6M | -45.8% | +0.1% | -45.9% | -45.8% |
| YTD | -49.9% | +8.2% | -58.2% | -54.4% |
| 1Y | -63.9% | +10.1% | -74.0% | -67.8% |
| 3Y | -86.1% | +69.7% | -155.8% | -92.6% |
| 5Y | -88.6% | +53.4% | -142.0% | -93.1% |
| All | -75.5% | +214.8% | -290.3% | -92.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling