-60.5%
RC vs VT
+13.0%
-73.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.4% | +2.6% | +19.7% | +18.8% |
| 7D | -2.8% | +0.4% | -3.2% | -3.1% |
| 30D | -20.0% | -2.6% | -17.4% | -17.5% |
| 3M | -38.7% | -3.2% | -35.5% | -36.3% |
| 6M | -44.2% | +0.9% | -45.2% | -44.5% |
| YTD | -51.3% | +11.3% | -62.6% | -57.3% |
| All | -60.5% | +13.0% | -73.5% | -66.0% |
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