-76.0%
RC vs VT
+305.1%
-381.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.8% | +1.8% |
| 7D | -6.8% | -1.6% | -5.2% | -5.2% |
| 30D | -3.5% | -2.5% | -1.0% | -1.0% |
| 3M | -28.2% | -1.3% | -26.9% | -26.9% |
| 6M | -43.0% | +3.1% | -46.1% | -44.8% |
| YTD | -49.0% | +10.9% | -59.9% | -54.2% |
| 1Y | -61.5% | +12.1% | -73.5% | -65.7% |
| 3Y | -85.8% | +73.9% | -159.7% | -92.0% |
| 5Y | -87.8% | +58.0% | -145.7% | -92.3% |
| 10Y | -75.3% | +225.5% | -300.8% | -90.8% |
| All | -76.0% | +305.1% | -381.1% | -92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling